About You
You are an experienced Client Service Manager who is known for being the one that clients call first. You are the person that makes people feel reassured, and your Advisers know that they couldn’t deliver great outcomes without you running the show behind the scenes

Your experience matters

• Have a minimum of 2+ years in financial planning support)
• A strong understanding of advice implementation, compliance, and client onboarding
• Hands-on experience with XPlan, AdviserLogic or Midwinter.
• A genuine commitment to delivering a seamless client experience for your internal and external stakeholders

Why trust Stitch Recruitment with your career?
At Stitch Recruitment, we are well known for being true specialists in Wealth and Financial Advice Recruitment. That means we have developed knowledge of the firms that genuinely value their support staff, as much as their Advisers. By building a relationship with us, you’ll get:

• Access to exclusive opportunities with boutique, mid-tier, and national practices
• Guidance on how to position yourself in a competitive market
• The chance to be marketed directly to firms looking for high-calibre CSMs and support talent

Next Steps
If you’re a Client Service professional in Wealth or Financial Advice considering your next career move, or you are simply open to hearing about new opportunities, we’d value the chance to connect and become a part of your network. Apply now or email [email protected]