The Opportunity
An exciting opportunity is available for an experienced administrator or Client Services Officer to join a well-established boutique financial planning practice based on Adelaide's city fringe.
Representing a highly regarded advice business, we are seeking a proactive and organised individual who enjoys providing exceptional client service and wants to build a long-term career within financial planning. Whether you're an existing CSO, an administrator with financial services experience, or someone returning to the workforce looking for flexibility, this role offers genuine work-life balance and future career progression.
This position is part-time, offering flexibility across 3 days per week (18-25 hours), with school hour arrangements available for the right candidate.
Key Responsibilities
- Manage the administration inbox and respond to client enquiries
- Prepare client review packs and meeting documentation
- Coordinate client review meetings and diary management
- Assist with implementation of financial advice recommendations
- Maintain accurate client records and workflow management within Xplan
- Liaise with product providers, platforms and external stakeholders
About You
- Experience within financial planning, wealth management, or financial services (essential)
- Strong organisational skills and excellent attention to detail
- A professional and friendly communication style
- The ability to manage multiple tasks and deadlines effectively
- Experience using Xplan (preferred but not essential)
What's On Offer?
- Flexible part-time hours (18-25 hours per week)
- Supportive boutique advice environment
- Exposure to all aspects of the financial planning process
- Ongoing training, mentoring and professional development
- Potential pathway into paraplanning and future advice roles
- Opportunity for the position to grow into full-time employment
- Work closely with highly experienced advisers and industry professionals
- Genuine long-term career progression opportunities
About the Business
Our client is a respected boutique financial planning practice that has built a strong reputation for providing personalised, holistic advice to affluent individuals, families, small business owners and retirees. The firm focuses on developing long-term client relationships and delivers advice across retirement planning, superannuation, investments, SMSFs, insurance and wealth management.
The business prides itself on maintaining a professional yet non-corporate culture where team members are encouraged to contribute ideas, take ownership and continuously develop their skills.
Please note only shortlisted candidates will be contacted.
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Client Services Officer | Financial Planning in Adelaide employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
