Client Service Manager Wanted – Must Love People, Paperwork, and Possibly Saltwater

🌊 Location: Merewether, NSW (a.k.a. Paradise)
📅 Hours: Full-time, but with a suspicious number of lunch breaks at the beach
🏄‍♀️ Perks: Sunshine, surf, and a boss who’s basically a financial planning fossil (and proud of it)

About Us

Ballingers Financial Planning is a thriving boutique firm led by Stephen Ballinger, who’s been in the game so long he probably gave Noah advice on asset allocation before the ark set sail. (We kid. Sort of.)

We’re proud of two things:

Our legendary clients, who are genuinely delightful and refer us to their friends more often than we remember to water the office plants.

Our work-life balance, which is less about buzzwords and more about real-life stuff like midday swims at Merewether Baths and lunch breaks that sometimes involve a surfboard.

About the Role

We’re on the hunt for a Client Service Manager to join our friendly and fast-growing team. You’ll be the organisational ninja who keeps our advisers (and Stephen) running like a well-oiled spreadsheet. You’ll be the calm voice our clients adore and the capable hands that make sure everything’s done right, on time, and with a smile.

You’ll be:

Liaising with our lovely clients, helping them feel valued, heard, and occasionally laughing at our jokes.

Managing admin processes like client onboarding, reviews, and paperwork that miraculously gets done because of you.

Keeping Stephen organised, which might require Jedi-level time management skills and the occasional gentle nudge.

You’ll need:

Experience in financial planning admin or client service (bonus points if you’ve wrangled Xplan).

A love for people, systems, and ticking things off your to-do list.

The ability to work in a team that genuinely enjoys each other’s company—and the beach.

A sense of humour (mandatory—see above re: Stephen).

Why Ballingers?

Besides working with some of the kindest clients and most down-to-earth colleagues you’ll ever meet, here’s the real kicker:

🏖 We're literally steps from Merewether Beach. Many of us surf, swim, or float through lunch. You can too.
🌞 We believe work should support your life, not consume it. We don’t live to work—we work smart so we can enjoy life outside the office.
🚀 We’re growing—fast. Happy clients + a solid reputation = more opportunities for everyone.

Ready to Dive In?

If you're someone who’s organised, people-focused, and ready to balance your spreadsheets with a healthy dose of saltwater, we’d love to hear from you.

Apply now and come be part of a team where making a difference for clients is just as important as catching the occasional lunchtime wave.

Cover Letter Prompt

In your cover letter, please tell us:

Why you're interested in joining Ballingers Financial Planning

What experience you have in client service, admin, or financial planning

Your favourite way to spend a lunch break (surf, swim, sunbake, or maybe something totally different!)

We're looking for someone who’s not only great at their job, but also a good fit for our fun, beach-loving team—so feel free to show a bit of personality!