About the role
This is an exciting opportunity for an experienced Senior Client Services Officer or Associate to join a leading wealth management firm based in Brisbane CBD. You will work closely with a team of advisers across investment and holistic advice, playing a key role in both client-facing and technical support functions.

This role is ideal for someone who is confident in a senior CSO capacity and is keen to be more involved in a client advisory support role, including attending client meetings and contributing to strategy discussions. There is also a clear pathway towards PY for those looking to progress to an adviser.

• Attending client meetings alongside advisers and supporting advice discussions 

• Assisting in the development and implementation of financial strategies

• Preparing and managing advice documentation and implementation workflows

• Coordinating and booking client meetings across the adviser team

• Providing end-to-end client service and administrative support

• Supporting advisers across investment and holistic financial planning advice

Skills & experience

• Strong experience in a CSO or Associate role within financial planning (essential)

• Exposure to client meetings or willingness to step into a client-facing capacity

• Strong understanding of financial planning processes and advice implementation

• Excellent attention to detail and strong organisational skills

• Team-oriented, proactive, and collaborative mindset

Benefits

• Clear pathway towards PY support; for the right person can look at this within 12 months

• Supportive and collaborative team culture within a leading national firm

• Regular team events and strong workplace camaraderie including occasional work lunches

• Option for flexible work hours such as school hours or part-time

• Full training provided across systems and platforms

About the company / culture
This is a highly respected wealth management and advisory firm with a strong national presence and long-standing reputation for delivering tailored investment and financial advice. The business has a client-first approach and services a diverse client base including individuals, families, and organisations.

The Brisbane office is a collaborative team environment where contributions are recognised and professional growth is encouraged. The culture is energetic, supportive, and social, with a strong emphasis on teamwork and shared success.

How to apply
Click APPLY or contact Rohan Dooley for a confidential discussion at rohan@bentleyrecruitment.com.au.