Job Description : Client Service Manager $71,000 including Super + Bonus

The role is part time 4 days a week, 2-3 days working remote.

Your role will be to provide support to 2 Advisers and a Paraplanner reporting directly to the Senior Adviser/Director.

Administrative support and Client Service Management covers all areas of the management of the client process, business and administrative functions including compliance. Importantly is the coordination of the office and the workflow progress that has lots of moving parts.

The objective is to ensure that clients receive a professional, well structured and comprehensive service that meets and exceeds their expectations from the point of view of support beyond advice that allows the business to focus on the content of the advice.

The opportunity exists to be able to progress to become a professional year adviser and ultimately a fully qualified adviser within a 5 year period.

Requirements for the Role

The successful candidate will be someone who is super organized, a high level of attention to detail and able to deal with multiple tasks and obligations for clients and staff alike. Ideally someone who is familiar with financial planning administration. The candidate will need to be personable and able to successfully communicate directly with clients and build relationships.