Job Description

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.

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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.

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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.

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Responsibilities:

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- Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
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- Work closely with the lead adviser
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- Liaise with wrap platforms, margin lenders, super funds, fund managers, insurers, and share registries.
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- Manage and coordinate documentation, compliance requirements, and client records
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- Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
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- Drive continuous improvement in team processes and service delivery standard
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Experience:

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- 3+ years' experience in Financial Planning
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- Experience with implementation of advice and using platforms
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- Salesforce and XPLAN experience is highly regarded
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- Excellent communication and interpersonal skills
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- Ability to work collaboratively in a team environment
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📌 Client Services Manager - Financial Planning (South Australia)
🏢 CANDOR Recruitment
📍 South Australia