Financial Planning
Full time
$70,000 - $85,000 + Super (depending on experience)
The Role
Benwest is a boutique Financial Planning practice and AFSL based in Norwest. We are seeking a proactive and detail-oriented Client Services Manager to support our Director and Financial Advisers in delivering a high-quality client experience.
This is a key, trusted role where you will work closely with the Principal Adviser and broader team, build strong client relationships, and help ensure the smooth and efficient running of the practice. It's well suited to someone who thrives in a fast-paced environment and enjoys managing multiple priorities.
Key Responsibilities
Provide high-quality administrative and client support to the Principal Adviser and team
Prepare and manage Ongoing Fee Agreements and Fee Consents
Maintain accurate client records within the CRM (Xplan/Worksorted)
Assist in the preparation of Client Review Reports and Records of Advice (ROAs)
Implement advice strategies, including coordinating and tracking tasks through to completion
Manage applications, redemptions,



and maintenance requests with third-party providers
Liaise with clients to deliver a seamless and skilled advice experience
Respond to client enquiries via phone and email in a timely manner
Assist with Centrelink-related matters
Support compliance requirements, including ASIC AFSL updates
Collaborate with Advisers, Paraplanners, and the Finance Manager
About You
Minimum 2 years' experience in a financial planning support role
Strong understanding of advice implementation (superannuation and investments)
Highly organised with strong attention to detail
Excellent communication skills and ability to build client relationships
Proactive, reliable, and able to take initiative
Comfortable managing multiple priorities
Experience with Xplan or Worksorted (preferred)
Proficient in Microsoft Office (Word, Excel, Outlook, Teams)
Adaptable, solutions-focused, and a strong team player
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📌 Financial Planning - Client Services Manager (New South Wales)
🏢 seek.com.au
📍 New South Wales