Client Services Manager | Financial Planning

Job title: Client Services Manager | Financial Planning

Company: Bentley Recruitment


Job description: About the firm
Our client is based in Varsity Lakes and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated.One of the key highlights of joining this team is their low staff turnover, which reflects the company’s commitment to employee satisfaction and retention.
This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, you’ll have the support to reach your full potential.About the role:
To keep up with continued growth, we are seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times.Key responsibilities

• Ongoing management of the client database through Xplan
• Preparation for client meetings, including all correct documents
• Implementing advice documents (SOAs & ROAs)
• Liaising with third party providers
• Delivering a high quality service to clients

What we’re looking for

• 2 + years experience working as a Client Services Officer within a financial planning firm
• Sound understanding of the financial planning process
• Experience using Xplan, workflows, and tasks
• Strong attention to detail and time management skills
• Ability to work well under pressure and prioritise your workload

Benefits
This role offers a range of benefits designed to support your professional and personal well-being, including:

• Competitive Salary Package: Reflecting your skills, experience, and contributions.
• Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications.
• Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care.
• Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention.
• Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation.
• Health and Wellness Programs: Initiatives designed to support your physical and mental well-being.

How to Apply
Click APPLY, or send your resume through to Ben Sultmann at ben@bentleyrecruitment.com.au. Alternatively, reach out on 0449 149 188 for a confidential discussion.Please note, only shortlisted candidates will be contacted.

Expected salary: $75000 – 80000 per year

Location: Gold Coast, QLD

Job date: Tue, 25 Feb 2025 07:48:49 GMT

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