Client Relationship Manager/Associate Adviser

• Excellent client exposure - attend regular meetings and assist with ongoing client management
• Mentorship through Professional Year (PY) and planned progression to becoming a financial adviser
• Work from home flexibility - 1 day per week
• Join a firm that likes to promote internally and has mentored multiple staff members through their PY
• Social team environment with monthly and quarterly social events/celebrations

• Attending client meetings alongside senior advisers/partners
• Assisting in the development of tailored financial strategies and advice documents
• Collaborate with offshore paraplanning and administration teams to ensure high-quality outcomes
• Managing client implementation processes, ensuring accuracy and compliance
• Acting as a key liaison point for clients, maintaining a strong service experience
• Supporting advisers with research, modelling, and file preparation as needed

• 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial advice
• Completed or currently completing FASEA educational requirements
• Strong understanding of financial advice processes, including strategy development and implementation
• Excellent communication skills and a client-centric mindset
• A team player who thrives in a collaborative and professional environment

Bentley Recruitment