The Company
Our client is a highly regarded boutique financial advisory firm based in Melbourne, known for delivering exceptional advice to a sophisticated client base of HNW and UHNW individuals, business owners, and professionals. With a strong reputation, long-standing client relationships, and a supportive workplace culture, they offer a rare chance to be part of a stable, high-performing team. Staff turnover is extremely low, and career development is genuinely encouraged.

The Role
As a Client Services Manager, you will be an integral part of the advice process, providing end-to-end support to both advisers and clients. This is not your average back-office role, you’ll be working closely with HNW and UHNW clients, helping to deliver a seamless and personalised experience.

Your responsibilities will include:

Managing client relationships and being a trusted point of contact

Preparing documentation, onboarding new clients, and maintaining compliance requirements

Assisting advisers with implementation of tailored advice strategies

Coordinating with paraplanners, advisers, and external providers to ensure smooth workflow

Supporting the ongoing client review process and delivering exceptional service standards

About You
You’ll bring a client-first mindset and strong organisational skills, along with experience in financial planning client services. This role suits someone who thrives in a professional, collaborative environment and enjoys building genuine client relationships.

To be successful, you will need:

3+ years’ experience in a Client Services or Client Support role within financial planning

Strong understanding of financial planning processes, compliance, and advice implementation

Experience working with HNW or UHNW clients (highly regarded)

Excellent communication, organisation, and attention to detail

A proactive and team-focused attitude

Other Opportunities:

We are actively working on several roles within the Financial Planning sector that aren’t advertised. If this position isn’t exactly what you’re looking for, please contact me directly to learn about other opportunities.

About Us:

If you are a candidate, we listen to your career goals and offer unbiased and honest career advice to assist you in making the right move for your career.

We specialise in Wealth Management, Accounting, Financial Planning, Mortgage Broking, Administration and Superannuation.

LinkedIn: www.linkedin.com/in/jacquelinletcher
Email: [email protected]

If you meet the criteria, apply below or reach out to me via email for more information.