Client Services Officer | Financial Planning
- Join a boutique financial planning practice as a Client Services Officer.
- Provide exceptional client service and manage client enquiries.
- Flexible part-time hours with potential for career progression.
The Opportunity
An exciting opportunity is available for an experienced administrator or Client Services Officer to join a well-established boutique financial planning practice based on Adelaide's city fringe.
Representing a highly regarded advice business, we are seeking a proactive and organised individual who enjoys providing exceptional client service and wants to build a long-term career within financial planning. Whether you're an existing CSO, an administrator with financial services experience, or someone returning to the workforce looking for flexibility, this role offers genuine work-life balance and future career progression.
This position is part-time, offering flexibility across 3 days per week (18-25 hours), with school hour arrangements available for the right candidate.
Key Responsibilities
- Manage the administration inbox and respond to client enquiries
- Prepare client review packs and meeting documentation
- Coordinate client review meetings and diary management
- Assist with implementation of financial advice recommendations
- Maintain accurate client records and workflow management within Xplan
- Liaise with product providers, platforms and external stakeholders
About You
To be successful in this role, you'll ideally possess:
- Experience within financial planning, wealth management, or financial services (essential)
- Strong organisational skills and excellent attention to detail
- A professional and friendly communication style
- The ability to manage multiple tasks and deadlines effectively
- Experience using Xplan (preferred but not essential)
What's On Offer?
- Flexible part-time hours (18-25 hours per week)
- Supportive boutique advice environment
- Exposure to all aspects of the financial planning process
- Ongoing training, mentoring and professional development
- Potential pathway into paraplanning and future advice roles
- Opportunity for the position to grow into full-time employment
- Work closely with highly experienced advisers and industry professionals
- Genuine long-term career progression opportunities
About the Business
Our client is a respected boutique financial planning practice that has built a strong reputation for providing personalised, holistic advice to affluent individuals, families, small business owners and retirees. The firm focuses on developing long-term client relationships and delivers advice across retirement planning, superannuation, investments, SMSFs, insurance and wealth management.
The business prides itself on maintaining a professional yet non-corporate culture where team members are encouraged to contribute ideas, take ownership and continuously develop their skills.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au
Please note only shortlisted candidates will be contacted.
We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.
Skills
0 of 9 matchedBentley Recruitment Pty Ltd