Are you an experienced Client Services Manager within the Financial Planning industry, looking for flexibility and work/life balance?

Benefits:

Flexibility and great work/life balance

Option to work 3 or 4 days per week

Close to public transport / off-street parking available

Friendly, relaxed team environment

Modern offices in the heart of Essendon

We’re looking for a passionate and detail-oriented Client Services Manager/Client Services Administrator who enjoys managing every aspect of client service and administration. Join a supportive, friendly team where people are at the heart of everything we do—and your contribution truly matters.

About Us:
Founded in 2004, we are a boutique Financial Planning practice located in Essendon, conveniently close to public transport. We pride ourselves on delivering personalised and professional wealth management services to a diverse clientele.

The Opportunity:

This is a key role within a warm, collaborative team where both clients and colleagues are treated like family. You’ll work closely with the Principal Adviser and broader team to provide exceptional administration support and deliver a truly personalised, high-touch client experience that we’re proud of.

Key Responsibilities:

Prepare essential documents for client review meetings.

Utilise Xplan Software to proactively manage and follow up on tasks.

Handle client implementation processes, including preparation of necessary paperwork.

Collaborate with various parties such as fund managers and accountants to gather client information.

Maintain and update client databases and files to ensure compliance and accuracy.

Coordinate and schedule client meetings.

Position Requirements:

Current experience in a similar role within the Financial Planning industry is a pre-requisite.

Proficiency with Xplan financial planning software.

Exceptional interpersonal and communication skills.

The ability to work effectively in a team, focus on clients, and possess strong organisational skills and attention to detail.

A proactive approach, enthusiasm, and the capacity to take responsibility and show initiative in task completion.

The ability to prioritise tasks, multitask, and adapt to shifting priorities when necessary.

*No Recruitment Agency Phone Calls or Applications Please