Client Services Officer / Advice Support

About the role
This is a fantastic opportunity for a Client Services Officer / Advice Support to join a respected financial planning and accounting firm. This role is ideally suited to someone with administration experience who is looking to build a long-term career in financial planning.

Working closely with Financial Advisers and the wider team, you will provide administration support, assist with client service, and develop your knowledge of the advice process. Financial planning experience is not essential as the focus is finding someone with the right attitude, personality, and willingness to learn.

Key Responsibilities

• Supporting Financial Advisers with client service and administration
• Managing ongoing service agreements, fee disclosure statements, and client records
• Chasing reports, provider information, and required documentation
• Assisting with account updates, term ...

Ready to Apply?

Submit your application today and join our talented team at Bentley Recruitment Pty Ltd.