An established financial planning firm on Sydney’s Lower North Shore is offering a 9–12 month full-time contract for an experienced Client Services Manager. The role sits within a highly regarded advice team that delivers personalised strategies and long-term planning support to a loyal client base. There is potential for a permanent opportunity beyond the initial contract period.

The position suits someone who enjoys working closely with Advisers and clients alike and who takes pride in providing a smooth, accurate and responsive service across all aspects of the advice process.

Core Responsibilities

Manage the administration of client advice, including preparation and tracking of implementation tasks

Respond to client enquiries by phone and email, ensuring timely and accurate follow-up

Liaise with Advisers, product providers and internal stakeholders to coordinate outcomes

Maintain detailed client records and manage documentation in line with compliance requirements

Assist in the preparation of client review materials and ensure meeting readiness

What Is Needed

Experience in a financial planning client service or adviser support role

Understanding of advice implementation, superannuation, investments and compliance processes

Strong communication skills and ability to build rapport with both clients and professionals

Comfortable managing priorities in a structured, deadline-driven environment

Proficient with financial planning software (e.g., Xplan) and standard office systems

What to Expect

Contract role, 9–12 months with a possible transition to permanent

Based in the Lower North Shore, with a professional and collaborative team

Exposure to complex financial advice and a well-established client base

No sales, no pressure – just quality advice and high service standards

If you are intersted in this role, please apply now. If you would like to discuss it in further detail, please contact:

Kiera Brown

Director, FS Recruitment

[email protected]

0409 598 111