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 Robust 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 collaborative 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 prospect to join a business where your contribution will be valued and your experience recognised.
J-18808-Ljbffr

📌 Financial Planning Client Services Manager Port Phillip City
🏢 FS Recruitment Solutions
📍 Port Phillip City