About the Firm
Located in the Southern Suburbs of Brisbane, this firm has built a strong reputation for delivering holistic financial planning services, including insurance, superannuation, and wealth management. With a supportive, friendly culture and a focus on professional excellence, they offer a workplace that values collaboration and client care.

The Role
As a Senior Client Services Officer, you will be an integral part of the financial planning team, supporting two financial advisers and working alongside paraplanners and other CSOs. This is a fast-paced role suited to someone who enjoys working with clients, maintaining accurate records, and ensuring the seamless implementation of financial advice.

Key Responsibilities

Provide full administrative and adviser support.
Prepare documentation for client review meetings.
Implement advice documents and ensure compliance.
Maintain and update client records in Xplan.
Handle client enquiries and follow-ups in a professional manner.
Manage the Fee Disclosure Statement (FDS) process and compliance-related tasks.

About You
The ideal candidate will be a career Client Services Officer with a passion for financial planning and a commitment to providing high-quality client service.

5+ years of experience in a similar Client Services Officer role in financial planning.
Extensive knowledge of Xplan is essential.
Strong communication skills, both verbal and written.
High attention to detail and strong organisational skills.
Ability to manage multiple tasks efficiently in a busy environment.
A team player who thrives in a collaborative and supportive office.

Culture & Benefits

A friendly, social, and professional work environment.
Monthly social events including early finishes on the last Friday of the month.
Regular morning teas and EOFY/Christmas celebrations.
On-site and additional off-street parking provided.
Located close to public transport for an easy commute.

How to Apply
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.

Please note, only shortlisted candidates will be contacted.