Advance Recruitment Partners – North Sydney NSW

Client Services Manager | Private Wealth North Sydney | High-end Private Wealth Practice | Part time or Full-time Position Are you an experienced Financial Planning Client Services professional who already understands the advice process, can confidently interpret SOAs and ROAs, and knows what it takes to implement advice from start to finish?

If so, this is an opportunity to join an exceptional North Sydney private wealth practice working alongside highly experienced Financial Advisers and supporting a sophisticated high-net-worth and ultra-high-net-worth client base.

Previous experience working within a Financial Planning / Financial Advice practice is essential for this position.

This is not a general administration role. We are looking for someone who understands financial advice, has worked directly with Financial Planners and is already comfortable managing the implementation and ongoing administration that sits behind complex advice.

The opportunity The practice is established, highly professional and continuing to grow, creating an opportunity for another experienced Client Services professional to join the team.

You'll work closely with experienced Financial Advisers and be responsible for ensuring advice is implemented accurately, efficiently and with the high level of service expected by the firm's clients. You'll be comfortable:

Reading and interpreting Statements of Advice (SOAs) and Records of Advice (ROAs)

Taking advice recommendations and coordinating their implementation

Processing superannuation, pension, investment and platform transactions

Managing applications, rollovers, contributions, withdrawals and investment changes

Liaising directly with Financial Advisers regarding client strategies and implementation





Managing client review preparation and follow-up actions

Liaising with clients, platforms, fund managers and other qualified stakeholders

Maintaining accurate CRM, workflow and compliance records

Following advice through from recommendation to completion

About you To be considered, you will need previous hands-on experience in Client Services / Advice Support within a Financial Planning or Financial Advice practice.

You will understand the advice process and won't need to be taught the fundamentals of implementing financial advice.

Ideally, you'll bring:

Previous experience supporting Financial Planners / Financial Advisers

Practical experience implementing advice from SOAs and ROAs

A sound understanding of superannuation, investments and advice platforms

Strong administration and workflow management skills

Excellent attention to detail

Confidence communicating with sophisticated clients

A proactive, skilled and collaborative approach

This is perfect for a "Career CSM" it is not a PY opportunity. It is an excellent opportunity for someone who genuinely enjoys Client Services and wants to build a long-term career within a quality private wealth environment.

Why consider this opportunity? The practice has recently entered an exciting new stage of growth, including current premises and becoming part of a broader network of high-quality advice practices.

You'll be joining an established, friendly team where your contribution will be valued, with flexibility around working arrangements and the potential to work from home 1–2 days per week.

If you're an experienced CSM who enjoys working with good people, sophisticated clients and advisers who genuinely value strong Client Services support, we'd love to hear from you.

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📌 Client Services Manager | Private Wealth Practice (North Sydney)
🏢 Advance Recruitment Partners
📍 North Sydney