The CompanyJoin a well-established financial planning firm that puts people first. For over 15 years, they have helped clients build and protect their wealth through personalised advice across investments, superannuation, insurance and retirement strategies.As part of the Insurance specialist team within a broader national network of experienced advisers and support professionals, you'll work alongside experts dedicated to delivering outstanding client outcomes. You'll be joining a collaborative, values-driven business that invests in its people and provides genuine long-term career opportunities.
Culture & Benefits
5 weeks annual leave plus your birthday off
Hybrid working arrangement (3 office / 2 WFH) after successfully completing probation
Annual team "Vibe Day" and regular social events
Ongoing training and support on industry systems
Explicit development pathway, including opportunities to progress towards becoming a Financial Adviser
Supportive, collaborative and people-first culture
The Opportunity
As the Client Service Manager, you will provide end-to-end administrative and technical support to Advisers across both existing and new insurance business. Working closely with Advisers, clients, and insurers, you will manage policy administration, client servicing, new business applications, and underwriting processes to support a seamless client experience. This role is suited to someone who enjoys combining strong insurance knowledge with client service, attention to detail, and the ability to support Advisers in delivering quality outcomes for clients.
Key Responsibilities
Existing & New Business Support




Manage insurance administration across existing and new business, including policy updates, renewals, applications, and implementation.
Prepare quotes, insurance schedules, forms, research, and supporting documentation.
Coordinate new business applications and liaise with insurers and underwriters throughout the process.
Support Advisers with accurate and timely information to assist client outcomes.
Client & Adviser Support
Build strong relationships with clients, Advisers, and external stakeholders through clear and professional communication.
Respond to client enquiries and provide timely updates throughout the insurance process.
Maintain accurate client records, file notes, and documentation in line with compliance requirements.
Operations & Compliance
Apply strong knowledge of Risk Insurance products, features, and administration processes.
Manage competing priorities while maintaining accuracy and service standards.
Identify opportunities to improve processes and support team efficiency.
About You
A relevant financial planning qualification (highly regarded)
Previous experience in a Client Service Manager, Client Services Officer or Financial Planning Administration role
Strong knowledge of Risk Insurance administration and policy processes
Experience using Xplan and Microsoft Office (Word, Excel, Outlook and Teams)
Excellent communication and client relationship skills
High attention to detail and strong organisational skills
Ability to manage multiple priorities while maintaining accuracy
If you're passionate about making a meaningful impact and growing your career in a client-focused environment, this is the place for you.
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📌 Financial Planning (New South Wales)
🏢 FAAA Board, Financial Advice Association of Australia
📍 New South Wales