Client Services Officer – Financial Planning

Job title: Client Services Officer – Financial Planning

Company: Bentley Recruitment


Job description: Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane’s city fringe.An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSO’s, supporting a team of financial advisers.Benefits:Comprehensive advice firm – be exposed to all areas of financial adviceSocial office environment with a family feelWork with senior financial advisers that are practiced at mentoring staffFuture opportunities for career progressionStable workplace with excellent staff tenureTasks and responsibilities:Provide full support to financial advisers in a team structureHandle compliance processes – OFA and annual agreementsFull implementation of adviceManaging the client database (Xplan)Complete investment portfolio reconciliationsManage projects – e.g. bulk client updates/communicationsFollow up with clients/product providersAd-hoc administration duties and assist with client queriesLiaise with offshore admin teamAbout you:3+ years previous experience in a CSO/financial planning support positionRelevant degree is favourable but not mandatoryExperience using XplanFamiliar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planningExperience with FDS and fee agreement processesExperience completing implementation of advicePrevious experience working with outsourced admin staff will be favourableSalary is flexible depending on experience, circa $70,000 – $75,000 + super.How to apply:If you’re interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Expected salary: $70000 – 75000 per year

Location: Brisbane, QLD

Job date: Wed, 26 Mar 2025 01:44:54 GMT

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