Bartons is a boutique Chartered Accounting and Wealth Advisory firm delivering fully integrated services across Business Advisory, Tax, Wealth Management, Risk Protection, and Lending.
We are proudly built on three core pillars – our clients, our people, and our community.
These values guide how we work with each other and with our clients, and have shaped our reputation for care, quality, and professionalism.
We are seeking aClient Services Managerto join our Financial Planning division.
This role suits someone who enjoys organisation, structure, and client engagement – and who takes genuine satisfaction in ensuring advice is delivered smoothly, accurately, and with care.
While prior financial planning experience is highly regarded, we also welcome candidates from other financial services environments, including banking and client‐facing advisory roles.
Above all, we valueintegrity, attitude, and a commitment to doing the right thing for clients.
What We Offer
•Convenient Location
Enjoy easy access without the cost and stress of CBD parking or long commutes.
•Career & Impact
Be part of a team where your work genuinely matters.
We're large enough to offer strong systems, support, and compliance frameworks – yet small enough that your ideas can meaningfully influence how we operate and how clients experience our advice.
•Tailored Training & Development
Grow your skills alongside Financial Advisors, Paraplanners, and specialists across tax, lending, and SMSF administration.




We'll work with you to create a development pathway aligned with your interests and career goals.
•Collaborative Culture
Our team comes together regularly to eat, drink, and enjoy each other's company.
We maintain a structured events calendar and often showcase products from our clients, including wineries and distilleries.
•Birthday Leave
Enjoy a paid day of leave each year to celebrate your birthday, your way.
•Volunteering Leave & Community Involvement
Community matters to us.
We actively encourage volunteering and support our team to give back through volunteering leave and community initiatives.
•Great Coffee and Snacks
Fuel your day with excellent coffee and a well‐stocked fruit bowl.
Your Responsibilities Will Include
• Acting as the primary point of contact for client enquiries
• Delivering consistently high‐quality client service
• Prioritising daily tasks and managing the workflow of the Financial Advisor
• Coordinating and driving the end‐to‐end advice process
• Preparing client review and advice documents for presentation
• Implementing advice (SoAs and RoAs) with accuracy and attention to detail
• Maintaining compliant, accurate, and well‐organised client records




• Supporting other Client Services Managers when required
What Matters Most to Us
We value experience, but we valuecharacter, professionalism, and integrity even more.
Whether your background is in financial planning, banking, or a related financial services role, what matters is your approach – your care for clients, your attention to detail, and your commitment to getting things right.
Attributes You Will Possess
• Experience in a financial services administration or client service role
• A strong sense of integrity and accountability
• Excellent attention to detail and pride in producing high‐quality work
• A proactive, organised, and reliable work ethic
• Explicit and professional communication skills
• A willingness to learn and remain up‐to‐date with industry requirements
• A good understanding of financial products and processes from a support or administration perspective
Ideal (But Not Essential) Attributes You May Possess
• Experience in financial planning administration
• Proficiency with Xplan software
• Exposure to superannuation, investments, insurance, or Self‐Managed Super Funds
If you're passionate about delivering outstanding client service and playing a key role in a financial planning practice that values people, integrity, and community – we'd love to hear from you.
To apply, please submit your CV and a brief cover letter outlining your experience and interest in the role.

📌 Client Services Manager (Financial Planning) (Adelaide)
🏢 Bartons Chartered Accountants and Wealth Advisors
📍 Adelaide