About the role Join a growing financial planning practice and support a financial adviser managing a substantial client portfolio. You'll help service an existing client base while developing your own pathway into advice and the Professional Year.

- Support adviser with client reviews and follow-up - Manage client files and workflow tasks - Assist with strategy development and implementation - Submit paraplanning requests and track progress - Attend client meetings and prepare documentation - Liaise with clients and internal stakeholders - Assist with ongoing servicing of existing clients - Build capability toward managing your own client base Skills & Experience - Experience as a CSO or Associate Adviser within a financial planning firm - Knowledge of holistic advice and strategies - Xplan experience - Relevant financial planning studies underway/completedStrong client service and relationship skills Benefits - Clear pathway into Skilled Year and advice - Existing client base available for future ownership - Ongoing training, mentoring and development - Half-day Fridays with lunchtime finish - Fun, social and supportive team culture - Opportunity to join a rapidly growing business About the Company/Culture Our client is a well-established financial services business with multiple offices across Queensland. They provide holistic advice covering superannuation, investments, personal insurance, cash flow management, lending and accounting services. People enjoy working here because of the genuine team culture, collaborative environment and strong focus on development. The business has invested heavily in systems, processes and training, creating a streamlined workplace where team members can thrive and progress their careers.

📌 Client Services Officer/Associate Adviser (Toowoomba Regional)
🏢 Bentley Recruitment
📍 Toowoomba Regional