Job Description
About the role
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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.
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Manage front-line client queries and administration
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Establish and maintain Wrap accounts
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Process pension payments, contributions and rollovers
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Assist with advice implementation and strategic recommendations
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Complete AML/KYC for clients including SMSF and trust accounts
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Prepare ROA's and provide basic paraplanning support
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Liaise with clients, advisers, platforms and external providers
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Support broader process and operational improvements
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Skills & Experience
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2+ years' experience as a Client Services Officer in a financial advice business
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Robust communication and client administration skills
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Experience with advice implementation and ROA's
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Exposure to HNW, complex clients will be favourable
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Resilient,



reliable and highly collaborative approach
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Benefits
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KPI-based bonus linked to individual and business performance
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Regular salary reviews and half-yearly performance appraisals
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1–2 days WFH available after successful six-month probation
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Strong pathway into paraplanning, Office Manager or team leadership
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Access to market insights and professional development opportunities
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Regular team lunches, events and social activities
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About the Company/Culture
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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.
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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.

📌 Client Services Officer (New South Wales)
🏢 Bentley Recruitment
📍 New South Wales