Are you an experienced Client Service Manager seeking a rewarding role within a national financial advisory group that truly values work-life balance and family-friendly policies? We are working with a prominent firm, with offices in Brisbane, Melbourne, Sydney, and Adelaide, looking for a talented individual to join their Sydney team in the heart of Martin Place.

This is a fantastic opportunity to work with a large, nationally recognized group, known for its exceptional service and a strong commitment to supporting both their clients and staff.

Key Responsibilities:

• Provide critical support to financial advisers in implementing customized financial planning strategies for clients
• Serve as a key point of contact for clients, handling inquiries and ensuring a seamless client experience
• Coordinate with clients’ accountants, fund managers, insurance providers, stockbrokers, and other relevant third parties
• Schedule and organize meetings for advisers, ensuring smooth operations
• Maintain and update client files in compliance with industry regulations
• Prepare and report on client portfolios
• Provide administrative and compliance support to the advisory team

What We’re Looking For:

• Previous experience supporting financial advisers in a similar advisory practice
• A solid understanding of financial planning strategies
• Familiarity with Xplan or similar software is an advantage
• Exceptional attention to detail and a commitment to accuracy
• Strong communication skills and a collaborative team player

Why You’ll Love This Role:

• National Presence: Be part of a well-established, large national group with offices in Brisbane, Melbourne, Sydney, and Adelaide—offering stability and room for growth
• Family-Friendly Environment: Enjoy flexible working arrangements, with one day a week working from home, helping you achieve a perfect work-life balance
• Generous Leave: Benefit from 5 weeks of annual leave, ensuring you have ample time to recharge
• Top-Notch Maternity Leave: Offering best practice maternity pay to support you during life’s important moments
• Career Development: Opportunities for growth in a rapidly expanding, well-respected firm
• Competitive Salary: $85,000–$90,000 + Super
• Performance-Based Bonus: A bonus structure that rewards your contributions

How to Apply: If you’re seeking a rewarding role in a national financial advisory group that values family, flexibility, and career growth, don’t miss out on this opportunity!

Click "Apply Now" or contact James directly at 0451 831 861 for more information.