Client Services Manager – Boutique CBD Financial Planning Firm
$85,000 – $90,000 + Super
Sydney CBD – 5 minutes from Wynyard Station
Full-time | Permanent

Only Apply if You Have Hands-On Financial Planning Experience

We are seeking an experienced Advice Client Services Implementation Specialist who has worked directly in financial planning practices, supporting advisers with the preparation and implementation of advice. This role is not suitable for candidates from banking, mortgage broking, or other financial services sectors.

Must-Have Criteria (listed clearly):

Minimum 2 years’ recent experience in a financial planning practice

Direct involvement in preparing and implementing Statements of Advice (SOAs)

Strong understanding of the end-to-end advice process

Proficiency in Xplan/ Advice platforms

About the Firm
Join a highly regarded boutique financial planning practice with a select portfolio of high-net-worth clients. With just three team members, this close-knit firm offers a rare combination of beautiful CBD offices with city views, a warm and welcoming culture, and the opportunity to work closely with a respected Practice Principal and Associate Adviser.

The Role
We are seeking an experienced Client Services Manager to take ownership of advice implementation and provide high-level administrative support. You will be a key part of the client experience, ensuring the advice process runs seamlessly from start to finish.

This is a full-time, permanent role, ideally office-based five days a week to foster team collaboration and client service excellence. Flexibility to work from home on occasion can be arranged when the adviser is travelling.

All applicants must have full work rights for Australia (PR or Citizenship) and must have experience working with financial planners on the advice process / Implementation.

Key Responsibilities

Manage the end-to-end advice implementation process

Prepare and lodge applications, forms, and supporting documents

Liaise with clients, product providers, and internal stakeholders

Maintain accurate records in CRM and ensure compliance requirements are met

Support the Practice Principal and Associate Adviser with day-to-day administrative needs

About You

Essential: Demonstrated experience in financial advice administration and implementation

Highly organised, with exceptional attention to detail and follow-through

Strong communication skills and a professional, client-focused approach

Preferred: Diploma/Advanced Diploma of Financial Planning or RG146 compliant

Able to thrive in a small, collaborative team environment

Why You’ll Love This Role

Work with an unbelievably friendly and supportive team

Enjoy beautiful CBD offices

Be part of a close-knit practice where your contribution is valued and noticed

Competitive salary of $85,000 – $90,000 + Super

Just a 5-minute walk from Wynyard Station

If you’re ready to join a small firm with a big heart and a premium client base, we’d love to hear from you.

Apply now - [email protected]

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.