About the role
Lead and manage client service delivery for a growing financial planning firm. Oversee workflow, mentor team members, and ensure exceptional client outcomes. Liaise with advisers, paraplanners, and operations to support complex and holistic advice delivery.

Key duties:

• Manage client service operations and workflow
• Mentor and support client services staff
• Implement advice and follow up with providers
• Ensure compliance with internal processes and regulations
• Oversee onboarding and ongoing client relationships
• Work closely with advisers on complex strategies

Skills & Experience

• 3+ years experience in financial planning client services
• Strong knowledge of Xplan
• Ability to manage complex client portfolios
• Proven leadership and mentoring capability
• High attention to detail and organisational skills

Benefits

• Flexible start/finish times
• Career pathways into paraplanning or management
• Ongoing training and development support
• Paid birthday leave & employee well-being program
• Join a young, dynamic and collaborative team
• Monthly wellbeing initiatives and team events

About the company / Culture
Established over 15 years ago, this progressive financial planning group has grown to 100+ staff across multiple states. Known for holistic advice and specialist teams, they work with a diverse client base from professionals to high-net-worth families.
People enjoy working here because of the low turnover, career development focus, and strong investment in employee well-being.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to [email protected].

Please note only shortlisted candidates will be contacted.