Client Manager

Client Manager – Profusion Planning (Full‑Time)

Location : West Leederville, WA – Full Time, On‑Site

About Us

At Profusion Planning, we do more than financial planning — we empower people to live with purpose and clarity. We believe in meaningful relationships, streamlined processes, and advice that genuinely makes a difference. Our team thrives on collaboration, precision, and proactive service delivery. We don’t just manage clients — we partner with them for life.

The Role

You’ll be the right hand to our Financial Advisers — ensuring every client experience is seamless, accurate, and proactive from start to finish. This role combines administration, strategy implementation, and relationship management with plenty of opportunities to shape process improvements and take ownership of your client base.

Key Responsibilities

• Manage all aspects of client implementation : rollovers, contributions, pension establishments, insurance applications, and superannuation administration.
• Liaise directly with clients to provide clear, timely updates and next steps.
• Support advisers by preparing documentation, following up outstanding actions, and ensuring every task moves forward without delay.
• Maintain meticulous client records in Practifi and associated platforms.
• Coordinate with product providers (CFS, HUB24, GESB, etc.) to ensure accurate and efficient outcomes.
• Identify process gaps and contribute to workflow improvements across the business.
• Collaborate with fellow Client Managers to uphold consistency, accuracy, and compliance across all advice implementations.
• Participate in team meetings and share best practices to strengthen the Profusion service model.

About You

You’re not just detail‑oriented — you own the details. You’re the kind of person who can juggle competing priorities, communicate clearly, and take pride in getting things done right the first time.

You Bring

Why Profusion Planning?

How to Apply

Send your resume and a short cover letter outlining your experience to with the subject line “Client Manager Application – [Your Name]”.

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