CSO/CSM (Associate / Pathway to Adviser)
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?
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 opportunity is ideal for someone who enjoys supporting clients and advisers while also wanting clear long-term career progression in an Associate.
This company is committed to helping the right person build a rewarding long-term career.
The Opportunity
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.
Responsibilities may include:
Sitting in on client meetings and helping with strategy
Managing client communications and relationships
Preparing and processing client documentation
Assisting with implementation of advice recommendations
Liaising with product providers and external stakeholders
Managing review workflows and client meetings
Maintaining accurate client records and compliance requirements
Supporting advisers with day-to-day administration
Assisting with business operations and process improvements




About You
We are open to speaking with candidates at various levels, including experienced CSOs, Senior CSOs, CSMs, Associate Advisers and Financial Planning Administrators.
You may have:
Experience within a financial planning or wealth management environment
Exposure to Xplan or similar CRM systems
Strong communication and relationship-building skills
High attention to detail and organisational skills
A genuine desire to build a long-term career in financial planning
A positive attitude and willingness to learn
Depending on your interests and strengths, this role can provide progression towards:
Financial Adviser / Professional Year pathway
What's on Offer
Competitive salary package based on experience
Ongoing training and career development
Mentoring from experienced industry professionals
Clear career progression opportunities
Supportive and collaborative team culture
Exposure to all areas of the financial planning process
Long-term career stability within a growing business
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.
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📌 Cso/Csm (Associate / Pathway To Adviser) (Queensland)
🏢 Berritta Consulting
📍 Queensland