Client Services Manager

Financial Planning Practice

Notting Hill

WFH 1 day per week

If you are someone who finds satisfaction in keeping everything running smoothly behind the scenes and building lasting relationships with clients, this role offers the perfect mix of operational responsibility and human connection.

This long-standing financial planning business has been guiding individuals and families towards financial clarity for over two decades. They take pride in understanding their clients’ stories and offering advice that genuinely fits their lives – not just their numbers.

As Client Services Manager, you will step into a vital leadership role supporting the advice team and overseeing the client service function. You will be trusted to take ownership of systems and processes, while ensuring clients receive a high standard of care at every touchpoint. Flexibility is part of the culture too, with the option of a 9-day fortnight to help support your own work–life balance.

Your key responsibilities will include:

Overseeing day-to-day client administration, ensuring the service team is supported and deadlines are met

Providing guidance and training to junior client services and administrative staff

Being the first point of contact for inbound client enquiries

Coordinating third-party forms and managing communications with superannuation funds, insurance providers, and platforms

Preparing and lodging new business and change requests, and tracking their progress to completion

Supporting the preparation of client-facing communications including newsletters and event invitations

Producing WealthSolver and Risk Researcher reports

Helping to ensure all advice is delivered within the compliance framework

Drafting fee authorities and service agreements, and supporting the delivery of advice documents in collaboration with paraplanners

Managing and maintaining client data within Xplan

What you will bring to the role:

Prior experience in a similar role within financial planning

Solid Microsoft Office skills (especially Word, Excel and Outlook)

Professional communication style and strong attention to detail

The ability to stay on top of competing priorities

Some exposure to Xplan, including WealthSolver and Risk Researcher

A proactive approach to keeping up with changes in regulation and professional standards

This is a newly created role in a business that is growing sustainably, with a strong internal culture and a genuine focus on client outcomes. You will be joining a team that values collaboration, mutual support, and a steady hand.

If you are looking for a new opportunity in a business that will appreciate your experience and reliability, we would love to hear from you.

Apply now or contact:

Kiera Brown
Director, FS Recruitment

[email protected]

0409 598 111