Bentley Recruitment is seeking a Client Services Officer / Advice Support in Queensland to provide administration support for a financial planning practice. You will work closely with Financial Advisers, handle client service tasks, and grow knowledge of the advice process.
Prior financial planning experience is not essential; the focus is on attitude, learning, and delivering reliable support within a collaborative team.
Financial Planning Admin Specialist — 9-Day Fortnight & Growth Path in Toowoomba 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.
