About the role
An exciting opportunity exists for an experienced Client Services Officer to join a growing boutique financial advice practice. Working closely with the Principal Adviser, you'll play a key role in delivering exceptional client service, coordinating advice implementation, and ensuring clients receive a seamless experience throughout their financial journey.

- Execute investment and superannuation trades
- Coordinate advice implementation
- Manage super rollovers and recontribution strategies
- Liaise with clients throughout fund transfer processes
- Build strong client relationships through regular contact
- Allocate and oversee tasks completed by offshore support staff

Skills & Experience

- Experience as a Client Services Officer in financial planning, ideally 3+ years experience
- Strong knowledge of superannuation and investment products
- Experience with HUB24 or similar platforms
- Confident client communication and relationship skills
- Highly organised with robust attention to detail

Benefits





- Flexible part-time schedule across 4 days per week
- Hybrid WFH arrangement after initial onboarding
- Direct mentoring from an experienced Financial Adviser
- Supportive, low-ego environment focused on outcomes
- Opportunity to grow alongside a rapidly expanding business

About the company / Culture
Our client is a boutique, self-licensed financial advice practice specialising in holistic wealth management, retirement planning, investment strategies and superannuation advice.
With a growing base of high-net-worth and pre-retiree clients, the business has established a reputation for delivering highly personalised advice and service.

How to apply
Click APPLY or contact Scott Munro on 0468 496 *** for a confidential discussion. You can also email your resume to *****@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.

📌 Client Services Officer | Part-time (Brisbane)
🏢 Bentley Recruitment
📍 Brisbane