Job Description
If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.
Join a respected financial planning business with a solid reputation, loyal clients and a genuinely supportive team.
Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.
What You'll Be Doing
Coordinating advice implementation and client service activities
Working closely with advisers to support client outcomes
Supporting and coordinating a small offshore administration team
Acting as a key point of contact for clients and external stakeholders
Assisting with investment transactions, cash movements and related administration
Monitoring workflow and maintaining high service standards
Identifying opportunities to improve efficiency and processes
What We're Looking For
Experience within financial planning or wealth management




Strong understanding of advice implementation and client service processes
Experience using Xplan
Excellent communication and relationship-building skills
Strong organisational skills and attention to detail
A proactive approach and genuine commitment to client service
Why Apply?
Established and growing financial planning business
Strong systems, processes and adviser support
Supportive and cooperative team culture
Variety across client service, implementation and workflow coordination
Opportunity to expand your responsibilities while staying close to clients and advisers
Long-term career chance within a highly regarded advice practice
Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an opportunity to join a business where your contribution will be valued and your experience recognised.

📌 Financial Planning Client Services Manager (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria