Job Description

About the role

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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.

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

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

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

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Our client is a boutique, self-licensed financial advice practice specialising in holistic wealth management, retirement planning, investment strategies and superannuation advice.

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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.

📌 Client Services Officer Part Time Queensland
🏢 Bentley Recruitment
📍 Queensland