About the role
Join a high-performing private wealth team supporting HNW clients and a senior adviser.
Take ownership of client service, advice implementation and account administration, with scope to develop into paraplanning or team leadership.
Manage front-line client queries and administration
Establish and maintain Wrap accounts
Process pension payments, contributions and rollovers
Assist with advice implementation and strategic recommendations
Complete AML/KYC for clients including SMSF and trust accounts
Prepare ROA's and provide basic paraplanning support
Liaise with clients, advisers, platforms and external providers
Support broader process and operational improvements
Skills & Experience
2+ years' experience as a Client Services Officer in a financial advice business
Strong communication and client administration skills
Experience with advice implementation and ROA's
Exposure to HNW, complex clients will be favourable
Resilient, reliable and highly cooperative approach
Benefits




KPI-based bonus linked to individual and business performance
Regular salary reviews and half-yearly performance appraisals
1–2 days WFH available after successful six-month probation
Strong pathway into paraplanning, Office Manager or team leadership
Access to market insights and professional development opportunities
Regular team lunches, events and social activities
About the Company/Culture
A boutique, high-performing private wealth business with a HNW client base.
The team operates within a major Australian financial services group and continues to grow.
People enjoy working here because the team is close-knit, cooperative and genuinely invested in each other's success.
Resilience, accountability and cultural fit are highly valued, with opportunities to make a meaningful contribution as the business grows.
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📌 Client Services Officer (Sydney)
🏢 Bentley Recruitment
📍 Sydney