We have partnered with a growing and highly regarded financial planning firm with offices across Queensland and New South Wales. Joining a collaborative and well-connected team, you’ll play a key role in supporting advisers, managing client relationships and assisting with advice implementation.
This is an excellent opportunity for an experienced CSO/CSM looking to join a reputable company with great benefits or someone willing to take the next step, with a genuine pathway into Qualified Year and an Associate position within 12 months for the right candidate.
Duties include:
Manage client service and advice implementation
Assist with SOAs, ROAs and advice documentation
Liaise with clients and third-party providers
Support advisers with client meetings and ongoing requirements
Assist with basic paraplanning and workflow management
Skills & Experience
3+ years' experience in financial planning, CSO or paraplanning
Exposure to risk, SMSFs, trusts, businesses and complex structures
Solid understanding of SOA and ROA processes
Excellent organisation,
communication and attention to detail
Ambitious and motivated to progress into financial planning
Perks
Genuine pathway to Qualified Year within 6–12 months
Opportunity to progress into an Associate role
Competitive salary
Flexible WFH and working hours after probation
Ongoing technical and professional development
About the Company & Culture
Our client is a growing professional services group providing integrated advice across financial planning, accounting, tax, lending, advisory and succession. The financial planning team works with business owners, families, retirees and clients with complex financial structures.
People enjoy working here because of the supportive and collaborative culture, strong work-life balance and genuine opportunities for career progression. The business is continuing to grow, creating further opportunities for ambitious A-grade talent.
Please note only shortlisted candidates will be contacted.
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📌 Client Services Officer City Of Gold Coast
🏢 Bentley Recruitment
📍 City of Gold Coast
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