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, efficient 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 in Canberra 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.
