Client Services Officer | Part-time

About the role
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.

• Execute investment and superannuation trades
• Coordinate advice implementation
• Manage super rollovers and recontribution strategies
• Liaise with clients throughout fund transfer processes
• Build strong client relationships through regular contact
• Allocate and oversee tasks completed by offshore support staff

Skills & Experience

• Experience as a Client Services Officer in financial planning, ideally 3+ years experience
• Strong knowledge of superannuation and investment products
• Experience with HUB24 or similar platforms
• Confident client communication and relationship skills
• Highly organised with strong attention to detail

 Benefits

• Flexible part-time schedule across 4 days per week
• Hybrid WFH arrangement after initial onboarding
• Direct mentoring from an experienced Financial Adviser
• Supportive, low-ego environment focused on outcomes
• Opportunity to grow alongside a rapidly expanding business

About the company / Culture
Our client is a boutique, self-licensed financial advice practice specialising in holistic wealth management, retirement planning, investment strategies and superannuation advice.
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.
 
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.