Are you an experienced financial planning support professional who genuinely enjoys client service?
Not interested in becoming a Financial Adviser and happy to build your career as a high-performing CSO or CSM?
Looking for a quality firm where your experience will be valued and you can settle in for the long term?
We are partnering with a well-established and growing financial planning firm seeking an experiencedClient Services Officer (CSO) or Client Services Manager (CSM)to join their team.
This opportunity is ideally suited to acareer CSO/CSMwho enjoys being an integral part of the advice process, building strong client relationships and providing high-quality support to Financial Advisers.
There isno expectation to progress into advice.
The business is looking for someone who takes pride in client service and wants to become a trusted, long-term member of the team.
The Opportunity
Working closely with Financial Advisers and clients, you will take ownership of the client service and administration process, ensuring advice is implemented accurately and clients receive an exceptional level of service.
Your responsibilities may include:
Managing client communications and acting as a key point of contact
Building strong, long-term relationships with clients
Managing client review processes and meeting preparation
Preparing and processing client documentation
Implementing advice recommendations
Liaising with platforms, product providers and external stakeholders
Managing applications, transfers, rollovers and ongoing transactions




Maintaining accurate client records and compliance documentation
Managing adviser workflows and follow-up actions
Ensuring clients are kept informed throughout the advice process
Supporting improvements to internal processes and client service
About You
We are looking for someone who has already established themselves within financial planning support and enjoys what they do.
Ideally, you will bring:
Previous experience as aCSO, Senior CSO, CSM or Adviser Support professional
Strong knowledge of the financial planning advice and implementation process
Experience usingXplan or a similar CRM
Excellent client communication and relationship-building skills
Strong attention to detail and organisational capabilities
Confidence managing competing priorities and workflows
A proactive, reliable and team-focused approach
A genuine desire to remain withinclient services rather than pursue an Adviser pathway
What's on Offer
Competitive salary package based on experience
A genuinecareer CSO/CSM opportunity
No pressure or expectation to become an Adviser
Opportunity to take real ownership of client relationships and workflows
Work closely with experienced Financial Advisers
Established systems, processes and support
Supportive and collaborative team setting
Stable, long-term position within a growing financial planning business
A firm that genuinely values experienced client service professionals
If you're an experienced financial planning professional whoenjoys client service and wants to build a long-term career as a CSO or CSM, we'd love to hear from you.
#J-*****-Ljbffr

📌 Cso/Csm (Adelaide)
🏢 @
📍 Adelaide