At a Glance
- Tasks: Manage client enquiries, prepare review packs, and coordinate meetings.
- Company: Boutique financial planning practice in Adelaide with a supportive culture.
- Benefits: Genuine work-life balance, flexibility, and potential career progression.
- Other info: Enjoy a dynamic workplace with opportunities for growth.
- Why this job: Join a non-corporate environment and make a real impact on clients' financial journeys.
- Qualifications: Experience in administration or CSO roles with a focus on client service.
The predicted salary is between 47250 - 57750 $ per year.
Bentley Recruitment is partnering with a boutique financial planning practice in Adelaide to recruit an experienced administrator or CSO.
The role offers genuine work‐life balance, flexibility, and potential career progression in a supportive, non-corporate environment.
Responsibilities include managing client enquiries, preparing review packs, coordinating meetings, and supporting the implementation of advice with a strong emphasis on accuracy and client service excellence.
Part-Time CSO - Financial Planning with Career Growth 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.
