About the role
An opportunity for an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation.
Join a growing boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.
Coordinate client meetings, annual reviews and follow-up actions
Manage client workflows and deliver a high-quality client experience
Oversee advice implementation and track outstanding tasks
Prepare review packs, meeting files and supporting documents
Liaise with clients, platforms, insurers and external professionals
Review documentation for accuracy and completeness
Assist with strategy development and SOA preparation as skills grow
Skills & Experience
2+ years of experience supporting advisers in a financial planning business
Strong understanding of advice implementation and review processes
Confident client communication and stakeholder management skills
Excellent organisation, accuracy and workflow management
Paraplanning experience and/or relevant financial planning qualifications highly regarded
Benefits




Dedicated administration support for routine processing tasks
Develop paraplanning skills with guidance from experienced advisers
Varied role combining client services and technical advice work
Flexible working arrangements, subject to business needs
Regular salary reviews as responsibilities develop
Professional development and long-term career progression
About the Company/Culture
Join an established boutique financial services business with a presence across multiple Australian locations.
The team provides tailored financial advice with a focus on personalised service and lasting client relationships.
You'll join a collaborative, growing team that values quality advice, effective processes and strong client outcomes.
With experienced advisers, dedicated administrative support and well-developed systems, you'll have the backing to succeed and the opportunity to build your technical expertise over time.
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📌 Client Relationship Manager (Canberra)
🏢 Bentley Recruitment
📍 Canberra