Client Services Manager - Financial Planning

The Opportunity

We help professionals, business owners and families build, protect and grow their wealth through integrated financial planning, lending, accounting, tax and property solutions.

Named Australia's Best Large Non-Franchise Firm, we are a high growth, values driven business redefining the client experience while building an exceptional place to work. Our people are ambitious, collaborative and committed to delivering outcomes that genuinely improve our clients' financial wellbeing.

We are seeking an experienced and proactive Client Services Manager to join our growing advice team. This hands-on role is ideal for someone who enjoys creating order, building capability and delivering a seamless client experience at every stage of the advice journey. Working collaboratively with advisers and fellow Client Services Managers, you will help drive operational excellence, streamline processes, and contribute to the continued growth and success of the business.

What You'll Do

·   Coordinate the implementation of Statements of Advice and ensure recommendations are completed accurately and on time.

·   Communicate directly with clients to provide professional, responsive and seamless advice experience.

·   Maintain accurate client records and ensure information is current across business systems.

·   Prepare straightforward advice documents.

·   Liaise with clients, fund managers, product providers and other third parties to progress advice outcomes.

·   Mentor and support Client Services Officers, helping the team prioritise work and maintain strong service standards.

·   Monitor workflows, turnaround times and outstanding actions across the team.

·   Identify opportunities to streamline systems, processes and the overall client experience.

·   Work collaboratively with advisers and the broader business to deliver exceptional client outcomes

What You'll Bring

·   Experience as a Client Services Manager, Senior Client Services Officer.

·   Strong knowledge of financial planning administration and advice implementation processes.

·   Experience using Xplan is highly regarded.

·   Excellent organisation and time management, with the confidence to manage competing priorities.

·   The ability to mentor, support and develop team members.

·   Exceptional attention to detail and a commitment to accurate, high-quality work.

·   Clear, professional communication and a genuinely client-focused approach.

·   Strong Microsoft Office capability and confidence working across business systems.

·   A positive, adaptable and proactive style that suits a fast-moving, high-performing environment.

Why You'll Love Working Here

Career development: Access to ongoing mentoring and professional growth opportunities.

Collaborative culture: Work with experienced advisers and a supportive team that values initiative and shared success.

Growth environment: Join a business that is expanding and creating genuine opportunities for its people.

Modern CBD office: Work in a professional, centrally located environment built for collaboration.

Paid birthday leave: Take an extra paid day off to celebrate your birthday**.**

We are managing this recruitment directly. No agencies, outsourcing providers or overseas applicants, please.