Are you an experienced Client Manager looking to make a real difference in clients' financial lives?

We are seeking a proactive and client-focused Client Manager to join our growing financial advice team. This role is ideal for someone who enjoys building strong client relationships, managing advice implementation, and delivering an exceptional client experience from start to finish.

About the Role

Working closely with Advisers and clients, you will:

- Manage the implementation of financial advice recommendations
- Act as a key point of contact for clients throughout their advice journey
- Liaise with product providers, insurers and superannuation funds
- Prepare and process client documentation accurately and efficiently
- Coordinate annual reviews and ongoing service activities
- Provide regular client updates and ensure outstanding service at every interaction
- Maintain accurate CRM records and file notes
- Identify opportunities to improve processes and enhance the client experience

About You

- Minimum 2 years' experience in a Client Manager, Client Services or Financial Planning Administration role




- Strong client service and relationship management skills
- Excellent written and verbal communication skills
- Highly organised with strong attention to detail
- Ability to manage competing priorities and deadlines
- Positive, proactive and solutions-focused attitude
- Experience in financial planning is highly regarded

What You'll Bring

- A passion for delivering exceptional client experiences
- Accountability and ownership of client outcomes
- Strong problem-solving skills and initiative
- A collaborative approach and willingness to support the wider team

Why Join Us?

- Supportive and professional team workplace
- Opportunity to build meaningful client relationships
- Career development and growth opportunities
- Be part of a business committed to delivering outstanding advice and service
- Ready to take the next step in your financial planning career? We'd love to hear from you. Apply now with your resume and cover letter at [email protected]

📌 Client Relationship Manager (Perth)
🏢 Profusion Planning
📍 Perth