Financial Planning Client Services Manager

If you are ready to step beyond pure administration and take on a leadership role where you can genuinely influence a team, this opportunity offers the next step.

Join a respected and growing financial planning business that has built its reputation on long-term client relationships, exceptional service and doing the right thing by clients. With a strong culture of collaboration, professional development and continuous improvement, this is an environment where people are trusted, supported and encouraged to build lasting careers. The firm's values are centred around being client focused, acting with integrity and striving for excellence in everything they do.

As the Client Services Manager, you will lead a team of Client Service Administrators while working closely with advisers and support staff to ensure advice is implemented efficiently, accurately and with a consistently high level of client care. You will be the go-to person for support, guidance and problem-solving, helping develop team capability while remaining actively involved in day-to-day operations.

What You'll Be Doing

- Leading, mentoring and developing a team of Client Service Administrators.

- Providing technical support and guidance across advice implementation activities.

- Working alongside advisers and support staff to deliver outstanding client outcomes.

- Acting as a key point of contact for clients and external stakeholders.





- Assisting with implementation activities including investment transactions and cash movements.

- Identifying opportunities to improve processes, efficiency and service delivery.

- Supporting a positive, collaborative and high-performing team culture.

What We're Looking For

- Experience within financial planning, wealth management or financial services.

- Strong understanding of advice implementation and client service processes.

- Previous leadership, mentoring or team coordination experience.

- Excellent communication and relationship-building skills.

- High attention to detail and robust organisational ability.

- Experience using Xplan or similar financial planning software.

- A genuine passion for client service and helping others succeed.

Why Apply?

This is an excellent opportunity to join a business that genuinely invests in its people. You'll be part of a supportive team environment where collaboration is valued, professional development is encouraged and quality service remains at the centre of everything they do. The role offers the chance to make a meaningful impact, develop your leadership capability and build a long-term career within a highly regarded advice business.

Whether you are already leading a client services team or are a senior financial planning administrator looking for the next step, this role offers the opportunity to take on greater responsibility while remaining close to clients and advisers.

Kiera Brown

******@fsrecruit.com.au

0409 598 ***

📌 Client Services Manager - Wealth Management (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne