Job Description

Financial Spectrum is a fee-only independent financial planning practice in Sydney. We don't take commissions, we don't have sales targets, and we don't recommend anything we wouldn't put our own money into. Our team tells us this is the most genuinely client-first practice they've worked in. We think that matters when you're deciding where to work.

n

The role

n

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 opportunity to do so. Our current paraplanner started in exactly this role.

n

What you'll be doing

n

n
- Onboarding new clients and coordinating initial data gathering
n
- Supporting the adviser through the strategy and advice preparation process
n
- Managing implementation across superannuation, investments, and structures
n
- Liaising with product providers and platforms to progress client matters
n
- Coordinating client reviews and managing follow-through on action items
n
- Maintaining accurate records and CRM updates across all client files
n
- Contributing to process improvement as the practice continues to evolve
n

n

What we're looking for

n

n
- Experience as a CSM or in an adviser support role within a financial planning practice
n




- Solid understanding of advice processes, product platforms, and compliance documentation
n
- Comfortable working across multiple platforms with Word and Excel as primary tools
n
- Genuinely comfortable with AI tools — we use them actively and that will grow
n
- RG146 compliant or working towards it (optional but will help)
n
- Robust written communication, highly organised, and able to manage competing priorities independently
n

n

The flexibility

n

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.

n

You'd attend a small number of team events in Sydney through the year as well.

n

$75,000 – $85,000 + super, depending on experience.

n

To apply

n

Apply through LinkedIn with your CV and a short cover note. Tell us where you are now and what you're looking to build toward. We're more interested in what you've done in a practice than a formal letter.

📌 Client Services Manager - Paraplanning Pathway, Hybrid (New South Wales)
🏢 Financial Spectrum - Financial Planners Sydney
📍 New South Wales