Provident Advisory is a Queensland-based, client-centric investment and wealth management firm in the Brisbane CBD. We offer the intimacy of a boutique firm, and we focus on high-quality, transparent, fee-based financial advice. We hold our own Australian Financial Services License.

We partner with high net worth individuals, business owners and families to build, preserve and protect their wealth. Our services cover comprehensive financial planning, portfolio & investment management services including direct equity portfolio management, superannuation, retirement and estate planning, and business succession planning. We’re backed by some of the nation’s best investment research.

Every client receives advice tailored to their own circumstances and goals. Our strong, long-term relationships with clients are the cornerstone of everything we do. Many clients have been with us for over 20 years.

The role

We’re looking for an experienced Client Services Manager to work directly with our Principal Partner. You’ll be the main point of contact for our clients and will look after the day-to-day running of their affairs, giving our adviser the time to focus on strategy and advice.

Your responsibilities will include

- Managing client relationships and acting as the first point of contact for clients and their accountants, solicitors and other advisers
- Preparing for review meetings and coordinating the full annual review cycle
- Implementing advice, including applications, transfers, rollovers and portfolio transactions on BT Panorama
- Keeping client files and records up to date
- Be familiar with transferring funds / assets across multiple entities, including trusts, companies and self-managed super funds
- Supporting estate planning,



retirement and business succession matters alongside clients’ other professional advisers
- Supporting compliance and record-keeping obligations under our AFSL
- Spotting what needs to happen next and acting on it without being asked

About you

You’re a mature, proactive professional who takes pride in getting the details right and in caring for clients. You’ll bring:

- Several years’ experience in a client services or paraplanning role in financial advice
- Confidence working with high net worth clients, business owners and multi-entity structures
- Hands-on experience with Microsoft Professional, AdviserLogic and BT Panorama (highly regarded)
- An understanding of managed funds, ETF’s, direct equities and superannuation
- The ability to work independently, manage your own workload and use good judgement
- Excellent written and verbal communication skills and a polished, qualified manner
- A Diploma of Financial Planning or similar qualification (desirable, not essential)

Most importantly, you’re looking for a long-term career home where your contribution is valued and noticed. What we offer

- A competitive salary package, matched to your experience
- Part-time hours of 3–4 days per week
- A prestigious Brisbane CBD office, with the option to work from home once you’re established in the role
- A close-knit, supportive team where you work directly with the Principal
- A reliable, long-term position with a firm that values loyalty and good work

How to apply

Please email your résumé and a short cover letter to Bruce Gorry at [email protected]. In your cover letter, tell us about your experience with high net worth clients and why this role suits you.

All applications will be treated in the strictest confidence.

📌 Client Services Manager | Boutique Wealth Management Firm | Brisbane CBD Part-time ( days per week) | Flexible arrangements available (Brisbane City)
🏢 Provident Advisory
📍 Brisbane City