A large national accounting and financial planning firm is looking for an experienced and client-focused Client Service Manager to join its Private Wealth team in the Adelaide CBD. This respected firm has a long history of delivering tailored advice to high-net-worth individuals, family groups, and business owners and is known for its collaborative and supportive culture.

The position is available on a part time or full time basis. If you are intersted in the part time opportunity, please include your available days and hours in your application.

The firm combines professionalism with a people-first approach, providing a workplace where long-term relationships and precision are valued.

About the role

This position is essential to supporting a team of Advisers by managing client service delivery, preparing advice documentation, and acting as the key point of contact for clients. A strong eye for detail, excellent organisational skills, and a solid understanding of financial planning processes will be key to success in this role.

Key responsibilities include:

Preparing and coordinating Statements of Advice and review documentation

Managing onboarding, investment, and insurance implementation, along with account maintenance

Liaising with product providers and platform administrators

Responding to client queries and maintaining high service standards

Ensuring accuracy and compliance across all client records using Xplan

What is needed

Prior experience in a client service or adviser support role within financial planning or wealth management

Strong organisational and administrative skills with attention to detail

Confidence in managing complex documentation and communication with multiple stakeholders

Experience using Xplan or similar financial planning software

A professional and proactive approach to client service

Why apply

Join a well-regarded national firm with a strong private wealth offering

Work in a collaborative, professional, and supportive team environment

Enjoy career development opportunities and long-term job stability

Flexible hybrid working options

This role is perfect for someone who thrives in a client-facing role, values high service standards and enjoys contributing to a team’s success.

For more information, please contact

Kiera Brown

Director, FS Recruitment

[email protected]

0409 598 111