This is a Client Services Manager position at the centre of our advice process. You'll work closely with the advice and support team to manage clients from onboarding through to ongoing review — keeping everything moving, well-documented, and properly implemented. If you have an interest in developing into paraplanning, you'll be given every chance to do so. Our current paraplanner started in exactly this role.
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What you'll be doing
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- Onboarding new clients and coordinating initial data gathering
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- Supporting the adviser through the strategy and advice preparation process
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- Managing implementation across superannuation, investments, and structures
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- Liaising with product providers and platforms to progress client matters
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- Coordinating client reviews and managing follow-through on action items
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- Maintaining accurate records and CRM updates across all client files
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- Contributing to process improvement as the practice continues to evolve
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What we're looking for
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- Experience as a CSM or in an adviser support role within a financial planning practice
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- Solid understanding of advice processes, product platforms, and compliance documentation
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- Comfortable working across multiple platforms with Word and Excel as primary tools
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- Genuinely comfortable with AI tools — we use them actively and that will grow
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- RG146 compliant or working towards it (optional but will help)
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- Strong written communication, highly organised, and able to manage competing priorities independently
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The flexibility
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We're after the right person. We're open to school hours across four or five days, full time or part time, work from home or hybrid. Sydney-based candidates are preferred, but we'll consider the right person outside Sydney. We also offer above-award leave: 4 weeks annual leave, 2 weeks personal leave, your birthday off, study leave, and typically 2–3 additional discretionary days through the year to give you extra long weekends. All up, that's close to 7 weeks of leave annually. Some of our team go for a run in the afternoon, others handle personal commitments during the day. We don't watch the clock — we trust you to get the job done.
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$75,000 – $85,000 + super, depending on experience.
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📌 Client Services Manager (New South Wales)
🏢 Financial Spectrum - Financial Planners Sydney
📍 New South Wales
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