CSO/CSM (Pathway to Adviser or Operations)

Are you currently working in financial planning administration, client services or adviser support and looking for a business that will genuinely invest in your future?

We are partnering with a well-established and growing financial planning firm that is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join their team. This opportunity is ideal for someone who enjoys supporting clients and advisers while also wanting clear long-term career progression.

Whether your goal is to become an Adviser, move into Operations and Practice Management, or develop into a Senior Client Services professional, this firm is committed to helping the right person build a rewarding long-term career.

The Opportunity

As a key member of the team, you will provide support to advisers and clients while gaining exposure across all aspects of the financial planning process.

Responsibilities may include:

- Managing client communications and relationships
- Preparing and processing client documentation
- Assisting with implementation of advice recommendations
- Liaising with product providers and external stakeholders
- Managing review workflows and client meetings
- Maintaining accurate client records and compliance requirements
- Supporting advisers with day-to-day administration
- Assisting with business operations and process improvements

About You





We are open to speaking with candidates at various levels, including experienced CSOs, Senior CSOs, CSMs, Associate Advisers and Financial Planning Administrators.

- Experience within a financial planning or wealth management environment
- Exposure to Xplan or similar CRM systems
- Strong communication and relationship-building skills
- High attention to detail and organisational skills
- A genuine desire to build a long-term career in financial planning
- A positive attitude and willingness to learn

Depending on your interests and strengths, this role can provide progression towards:

- Financial Adviser / Skilled Year pathway
- Operations and Practice Management pathway
- Senior Client Services leadership positions
- Paraplanning and technical support opportunities

What's on Offer

- Competitive salary package based on experience
- Ongoing training and professional development
- Mentoring from experienced industry professionals
- Clear career progression opportunities
- Supportive and collaborative team culture
- Exposure to all areas of the financial planning process
- Long-term career stability within a growing business

If you're looking for more than just another administration role and want to join a business that will support your long-term career goals, we'd love to hear from you.

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📌 CSO/CSM (Pathway to Adviser or Operations) (Melbourne)
🏢 Berritta Consulting
📍 Melbourne