About the role
This role supports a high performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders across the business.
This role offers strong exposure to the full advice process and is well suited to someone looking to progress into paraplanning, a Professional Year (PY) pathway, or a senior support position.
Key responsibilities
- Manage client service delivery from review preparation through to implementation
- Maintain strong client relationships
- Coordinate workflows, deadlines, and follow-ups
- Support advisers and assist with strategy development
- Maintain accurate client records and compliance processes in Xplan
- Collaborate with advisers and paraplanners to ensure timely delivery
Skills & Experience
- Experience in client services within financial planning (CSO or CSM level)
- Strong working knowledge of Xplan and advice workflows
- Relevant financial planning qualifications (completed or in progress)
- Exposure to holistic advice and complex client structures (advantageous)
- Excellent communication, organisation, and attention to detail
Benefits
- Discretionary bonus linked to performance/KPIs
- Flexible working hours
- Clear career pathways into paraplanning or PY roles
- Ongoing training, development, and education support
- Monthly wellbeing initiatives and team events
About the company / Culture
This is a well-established and growing private wealth firm with over 15 years in the market and has offices across multiple Australian cities. They provide holistic, fee-for-service advice to a diverse client base, including families, professionals, business owners, and high-net-worth individuals.
The business is known for its collaborative, team based environment and strong focus on professional development, wellbeing, and long-term career progression.
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Client Services Manager 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.
