Client Service Manager

The Company
Join a financial planning firm that puts your expertise and passion first. With a skilled team of advisors and dedicated support staff across multiple locations nationally, the firm prides itself on understanding each client’s unique situation, risk profile, and goals. You’ll have the opportunity to craft tailored strategies that maximise wealth through expert guidance on investments, superannuation, tax structures, and more - all delivered with care, security, and efficiency.

For over 15 years, the firm has built trusted, long-term relationships based on independence, expertise, and personalised service. Their comprehensive approach supports clients through every stage of life. Here, you’ll join a team that doesn’t just manage money - they truly understand people.

Culture & Benefits 

• Join a supportive, values-driven team of respected professionals.
• Enjoy 5 weeks annual leave plus 1 birthday leave day.
• Take part in an annual “Vibe Day” with fun activities that boost team spirit.
• Work in a hybrid setup: 3 days onsite, 2 day remote.
• Pathway and development available to become a financial adviser, if this is the career path you would like to take.
• Training on the key technology and platforms you’ll need to succeed.

The Opportunity
As the business continues to grow, they are seeking a committed and proactive Client Service Manager to provide vital administrative support to Financial Advisers throughout the end-to-end advice process. This role focuses on delivering exceptional client experiences, coordinating essential administrative functions, and maintaining high standards of service and accuracy.
  
Key Responsibilities

• Deliver a seamless, professional experience to prospective, new, and existing clients.
• Prepare and maintain accurate, clear, and high-quality Financial Planning advice and supporting documents that are well-structured and error-free.
• Develop and apply appropriate financial strategies tailored to diverse client needs.
• Ensure compliance with Charter Financial Planning standards, regulations, approved product lists, and internal policies, while actively contributing to the Compliance Committee.
• Manage client enquiries promptly and professionally.
• Support advisers by preparing, reviewing, and assisting with client plans and documentation.
• Accurately enter and update client and premium information in the Xplan database.
• Research market trends and share relevant insights with advisers.
• Operate multi-line phone systems and facilitate effective office communication.
• Participate in training sessions, marketing initiatives, and special projects as required.

About You  

• Strong interest in financial planning DFP 1 – 4
• Preferably working knowledge of X-Plan Software Program
• Proven experience in client coordination with strong customer service and relationship skills.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Highly organised with excellent time management skills
• Strong technical aptitude with the ability to apply knowledge to diverse situations.
• Exceptional attention to detail and effective problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to prepare a well presented, client friendly Advice Document
• Ability to follow advisers’ instructions while also critically evaluating and questioning strategic decisions.

Ready to take the next step in your financial planning career? Join a growing, client-focused team where your contribution matters. Apply now by submitting your CV and cover letter!