Our Client:

Our clients are an established financial planning firm in Adelaide CBD with a strong team-oriented culture. There is a genuine commitment to a healthy working setting, where they value a balance as much as the focus on results.

This is a role for a Client Service Manager who is comfortable working right across the advice process. Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.

You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.

Responsibilities:

- Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
- Work closely with the lead adviser
- Liaise with wrap platforms, margin lenders, super funds, fund managers, insurers,



and share registries.
- Manage and coordinate documentation, compliance requirements, and client records
- Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
- Drive continuous improvement in team processes and service delivery standard

Experience:

- 3+ years' experience in Financial Planning
- Experience with implementation of advice and using platforms
- Salesforce and XPLAN experience is highly regarded
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment

Please apply for this position if you are interested in a confidential conversation, or email [email protected] your updated resume.

📌 Client Services Manager - Financial Planning (Adelaide)
🏢 CANDOR Recruitment
📍 Adelaide