About the role

This role supports a high performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders across the business.

This role offers strong exposure to the full advice process and is well suited to someone looking to progress into paraplanning, a Professional Year (PY) pathway, or a senior support position.

Key responsibilities
Manage client service delivery from review preparation through to implementation
Maintain strong client relationships
Coordinate workflows, deadlines, and follow-ups
Support advisers and assist with strategy development
Maintain accurate client records and compliance processes in Xplan
Collaborate with advisers and paraplanners to ensure timely delivery

Skills & Experience
Experience in client services within financial planning (CSO or CSM level)
Strong working knowledge of Xplan and advice workflows




Relevant financial planning qualifications (completed or in progress)
Exposure to holistic advice and complex client structures (advantageous)
Excellent communication, organisation, and attention to detail

Benefits
Discretionary bonus linked to performance/KPIs
Versatile working hours
Clear career pathways into paraplanning or PY roles
Ongoing training, development, and education support
Monthly wellbeing initiatives and team events

About the company / Culture

This is a well-established and growing private wealth firm with over 15 years in the market and has offices across multiple Australian cities. They provide holistic, fee-for-service advice to a diverse client base, including families, professionals, business owners, and high-net-worth individuals.

The business is known for its collaborative, team based setting and robust focus on professional development, wellbeing, and long-term career progression.
J-18808-Ljbffr

📌 Client Services Manager City Of Gold Coast
🏢 Bentley Recruitment
📍 City of Gold Coast