Job Description
Goldsborough Financial Services is a well-established, forward-thinking financial planning firm with a strong focus on genuine client care. We are looking for an experienced Client Services Manager (CSM) to join our friendly and dynamic team in our spacious Parkside offices. This is a wonderful opportunity to be part of a supportive workplace where your contribution is valued and your work makes a meaningful difference to clients.
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The Ideal Candidate:
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We are looking for a positive, proactive person who enjoys building strong working relationships and providing outstanding administrative support to advisers and clients.
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This role would suit an organised administration professional, with experience in financial planning, who enjoys variety, takes pride in their work, and values being part of a collaborative and welcoming team.
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The Role:
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In this varied and rewarding role, you will support our Financial Advisers in delivering a high standard of service and helping clients feel well cared for. Your responsibilities will include day-to-day administration, strategy implementation, compliance, and following Goldsborough's internal processes and best-practice standards.
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Key Responsibilities:
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Proactively support Financial Advisers in delivering a warm, professional, and responsive client experience.
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Manage day-to-day administrative tasks for adviser clients with care, accuracy, and attention to detail.
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Ensure compliance with industry standards and Goldsborough's internal processes.
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The Essential Requirements:
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Strong client service focus and experience in a similar role.
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Comprehensive technical knowledge of financial planning strategies and products.
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Excellent organisational, written, and verbal communication skills.
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Strong attention to detail.
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High proficiency with technology applications, especially Word and Excel.
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Desirable Qualifications and Experience:
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Confidence in using XPlan software.
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Willingness to adopt new technologies and processes.
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Strong problem-solving skills.
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Relevant qualifications or certifications in financial services.
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Remuneration: We offer an attractive salary package that will be tailored to reflect the successful candidate's experience, skills, and responsibilities.
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Additional Benefits:
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Eligibility for 2 Well-Being Days per year.
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Study allowances to support ongoing learning and development.
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Flexible working arrangements to help support work-life balance.
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Invitations to staff social events and opportunities to connect with the wider team.
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Hours: We are ideally seeking a permanent full-time team member to work 37.5 hours per week; however, we are also open to considering part-time arrangements of 0.8 FTE for the right person.
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Career Opportunities:
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For candidates keen to continue growing their career in financial planning, there may be an opportunity to undertake a Skilled Year with Goldsborough after a minimum of two years in the CSM role.
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All applications will be treated confidentially.

📌 Client Services Manager - Financial Planning (South Australia)
🏢 Goldsborough Financial Services
📍 South Australia