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Financial Planning Client Services ManagerFS Recruitment Solutions • Melbourne, AU
Financial Planning Client Services Manager

Financial Planning Client Services Manager

FS Recruitment Solutions • Melbourne, AU
4 days ago
Job description

If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.

Join a respected financial planning business with a strong reputation, loyal clients and a genuinely supportive team. Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.

What You'll Be Doing

  • Coordinating advice implementation and client service activities
  • Working closely with advisers to support client outcomes
  • Supporting and coordinating a small offshore administration team
  • Acting as a key point of contact for clients and external stakeholders
  • Assisting with investment transactions, cash movements and related administration
  • Monitoring workflow and maintaining high service standards
  • Identifying opportunities to improve efficiency and processes

What We're Looking For

  • Experience within financial planning or wealth management
  • Strong understanding of advice implementation and client service processes
  • Experience using Xplan
  • Excellent communication and relationship-building skills
  • Strong organisational skills and attention to detail
  • A proactive approach and genuine commitment to client service

Why Apply?

  • Established and growing financial planning business
  • Strong systems, processes and adviser support
  • Supportive and collaborative team culture
  • Variety across client service, implementation and workflow coordination
  • Opportunity to expand your responsibilities while staying close to clients and advisers
  • Long-term career opportunity within a highly regarded advice practice

Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an opportunity to join a business where your contribution will be valued and your experience recognised.

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Financial Planning Client Services Manager • Melbourne, AU

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