Koombana Financial is looking for an experienced Client Service & Implementation Manager to join our growing team in Bunbury.

We are a young and rapidly growing financial advice business with a small team of five. As the business continues to expand, we are looking for someone who can take ownership of the implementation process, work closely with our clients and advisers, and help ensure our advice is implemented accurately and efficiently.

This is a newly created position and an important role within our business. It would suit an experienced skilled who is comfortable working in a fast-paced environment, managing competing priorities and taking responsibility for their work from beginning to end.

About the role

You will be responsible for managing the implementation of financial advice, from the time a Statement of Advice is presented through to the completion of all recommendations.

Your responsibilities will include

- Managing the implementation of Statements of Advice from start to finish.
- Preparing and submitting superannuation, pension, investment and insurance applications.
- Processing rollovers, contributions, withdrawals, pension commencements and other platform transactions.
- Liaising directly with clients throughout the implementation process.
- Following up outstanding requirements with clients, superannuation funds, insurers, platforms and other product providers.
- Keeping clients and advisers informed of implementation progress.
- Maintaining accurate records and ensuring all work is completed in line with internal and compliance requirements.
- Supporting and providing guidance to other administration team members where required.




- Assisting with annual review preparation and client service work where required.
- Identifying opportunities to improve processes, systems and workflows.

This is not a traditional reception, diary management or general office administration position. The focus of the role is advice implementation, client service and taking ownership of outcomes.

About you

We are looking for someone who can step into the role with confidence and make an immediate contribution.

You will ideally have

- At least three years of experience within financial planning, wealth management, superannuation, banking or a related financial services environment.
- Experience implementing financial advice and managing applications from commencement through to completion.
- A sound understanding of superannuation, pensions, investments and personal insurance.
- Excellent attention to detail and the ability to produce accurate work.
- Strong written and verbal communication skills.
- The confidence to communicate directly with clients, advisers and product providers.
- The ability to manage multiple matters and competing deadlines without losing momentum.
- A strong work ethic and the ability to perform well under pressure.
- An adaptable approach and willingness to assist wherever required in a growing business.




- The confidence to question existing processes and suggest better ways of doing things.

Experience using Xplan and HUB24 would be highly regarded, although experience with other financial planning systems and platforms will also be considered.

Formal financial planning qualifications are not required. Practical experience, initiative and the ability to take ownership of the position will be more important.

Why join Koombana Financial?

This is an opportunity to join a growing local business at an important stage of its development.

Unlike a similar position within a larger organisation, you will have the opportunity to take genuine ownership of your role, work closely with the business owner and contribute directly to how the business operates as it grows.

For the right person, there may also be an opportunity to progress into an Office Manager, Operations Manager or team leadership position in the future. This progression is not compulsory, and we are equally interested in someone who wants to become highly capable and established within the client service and implementation role.

The position will be based in our Bunbury office. Full-time employment is preferred, although some flexibility may be considered for an exceptional candidate.

Remuneration will be negotiated based on the successful applicant’s experience and capabilities.

How to apply

Please submit your résumé and a cover letter outlining your relevant experience, why you are interested in the position and what you believe you could bring to Koombana Financial.

Applications can be addressed to Jack Manoni and sent to [email protected]

📌 Client Service & Implementation Manager (Bunbury)
🏢 Koombana Financial
📍 Bunbury