About the roleJoin 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 administrationEstablish and maintain Wrap accountsProcess pension payments, contributions and rolloversAssist with advice implementation and strategic recommendationsComplete AML/KYC for clients including SMSF and trust accountsPrepare ROA's and provide basic paraplanning supportLiaise with clients, advisers, platforms and external providersSupport broader process and operational improvementsSkills & Experience2+ years' experience as a Client Services Officer in a financial advice businessStrong communication and client administration skillsExperience with advice implementation and ROA'sExposure to HNW, complex clients will be favourableResilient,



reliable and highly team-oriented approachBenefitsKPI-based bonus linked to individual and business performanceRegular salary reviews and half-yearly performance appraisals1–2 days WFH available after successful six-month probationStrong pathway into paraplanning, Office Manager or team leadershipAccess to market insights and professional development opportunitiesRegular team lunches, events and social activitiesAbout the Company/CultureA 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, collaborative 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