Our client is a well-established and expanding independent advisory firm with a strong national presence. Known for their ethical values, high-calibre advice, and lasting client relationships, they continue to grow steadily across all market conditions.
As part of this growth, the firm is looking to appoint a Client Service Manager to support one of their senior financial advisers. This role is ideal for someone with proven experience in a financial planning environment who’s looking to deepen their expertise, contribute to a dynamic team, and grow within a business that prioritises career development and flexibility.
What You Can Expect
- Professional Growth : Ongoing training, mentorship, and a clearly defined development pathway.
- Work-Life Balance : Hybrid working workplace with the flexibility to work from home part of the week.
- Career Progression : Be part of a business that actively supports internal advancement and invests in its team.
Key Responsibilities
- Manage client files and ensure smooth administrative workflows
- Liaise directly with clients and advisers to support daily operations
- Prepare SOA documentation in collaboration with paraplanners
- Ensure strict compliance with regulatory and licensee standards
- Submit and follow up on documentation with product providers
- Handle client queries promptly and professionally
- Assist in the implementation of advice and provide ongoing service support
About You
- Minimum 12 months of experience in a financial planning support role is essential
- Solid understanding of advice processes and client service delivery
- Familiarity with Xplan (preferred, not essential)
- Exceptional attention to detail and strong organisational skills
- Professional, client-centric communicator
- Team-oriented, dependable, and proactive
What’s on Offer
- Salary : $80,000 – $100,000 + Super + Bonus (based on experience)
- Flexibility : Hybrid work model from a Sydney CBD base
- Development : Structured onboarding, training, and mentoring
- Progression : Genuine long-term career opportunities in a growing firm
If you have experience in financial planning support and are ready to join a forward-thinking, people-focused firm, we’d love to hear from you.
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📌 Financial Planning Assistant (City of Sydney)
🏢 Cartwright Jones
📍 City of Sydney
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