Are you currently working in financial planning administration, client services or adviser support and looking for a business that will genuinely invest in your future?
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Are you a Grad looking to start your career in Financial Services?
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We are partnering with a well-established and growing financial planning firm that is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join their team. This prospect is ideal for someone who enjoys supporting clients and advisers while also wanting clear long-term career progression in an Associate.
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This company is committed to helping the right person build a rewarding long-term career.
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The Opportunity
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As a key member of the team, you will provide support to advisers and clients while gaining exposure across all aspects of the financial planning process.
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Responsibilities
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- Sitting in on client meetings and helping with strategy
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- Managing client communications and relationships
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- Preparing and processing client documentation
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- Assisting with implementation of advice recommendations
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- Liaising with product providers and external stakeholders
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- Managing review workflows and client meetings
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- Maintaining accurate client records and compliance requirements
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- Supporting advisers with day-to-day administration
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- Assisting with business operations and process improvements
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About You
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We are open to speaking with candidates at various levels, including experienced CSOs, Senior CSOs, CSMs, Associate Advisers and Financial Planning Administrators.
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You may have:
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- Experience within a financial planning or wealth management environment
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- Exposure to Xplan or similar CRM systems
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- Strong communication and relationship-building skills
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- High attention to detail and organisational skills
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- A genuine desire to build a long-term career in financial planning
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- A positive attitude and willingness to learn
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Depending on your interests and strengths, this role can provide progression towards:
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- Financial Adviser / Professional Year pathway
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What's on Offer
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- Competitive salary package based on experience
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- Ongoing training and professional development
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- Mentoring from experienced industry professionals
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- Explicit career progression opportunities
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- Supportive and collaborative team culture
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- Exposure to all areas of the financial planning process
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- Long-term career stability within a growing business
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If you're looking for more than just another administration role and want to join a business that will support your long-term career goals, we'd love to hear from you.
📌 CSO/CSM (Associate / Pathway to Adviser) (New South Wales)
🏢 Berritta Consulting
📍 New South Wales
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