Are you currently working in financial planning administration, client services or adviser support and looking for a business that will genuinely invest in your future?

We are partnering with a well-established and growing financial planning firm that is seeking a Client Services Officer (CSO) or Client Services Manager (CSM) to join their team. This opportunity is ideal for someone who enjoys supporting clients and advisers while also wanting clear long-term career progression.

Whether your goal is to become an Adviser, move into Operations and Practice Management, or develop into a Senior Client Services professional, this firm is committed to helping the right person build a rewarding long-term career.

The Opportunity

As a key member of the team, you will provide support to advisers and clients while gaining exposure across all aspects of the financial planning process.

Responsibilities may include:

Managing client communications and relationships

Preparing and processing client documentation

Assisting with implementation of advice recommendations

Liaising with product providers and external stakeholders

Managing review workflows and client meetings

Maintaining accurate client records and compliance requirements

Supporting advisers with day-to-day administration

Assisting with business operations and process improvements

About You

We are open to speaking with candidates at various levels, including experienced CSOs, Senior CSOs, CSMs, Associate Advisers and Financial Planning Administrators.

You may have:

Experience within a financial planning or wealth management environment

Exposure to Xplan or similar CRM systems

Strong communication and relationship-building skills

High attention to detail and organisational skills

A genuine desire to build a long-term career in financial planning

A positive attitude and willingness to learn

Career Pathways Available

Depending on your interests and strengths, this role can provide progression towards:

✔ Financial Adviser / Professional Year pathway
✔ Operations and Practice Management pathway
✔ Senior Client Services leadership positions
✔ Paraplanning and technical support opportunities

What's on Offer

Competitive salary package based on experience

Ongoing training and professional development

Mentoring from experienced industry professionals

Clear career progression opportunities

Supportive and collaborative team culture

Exposure to all areas of the financial planning process

Long-term career stability within a growing business

If you're looking for more than just another administration role and want to join a business that will support your long-term career goals, we'd love to hear from you.

Please send CV's to gem••@berrittaconsulting.com.au