Job Description

About the role n

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 nn
- 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 nn
- 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 environment focused on outcomes
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- Opportunity to grow alongside a rapidly expanding business
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About the company / Culture n

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.

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📌 Client Services Officer | Part-time (Queensland)
🏢 Bentley Recruitment
📍 Queensland