Client Service Manager | Financial Planning

Fully remote | Full-time permanent | Immediate start An established financial planning business is seeking a highly experienced Client Service Manager to provide trusted, end-to-end support to one Senior Financial Adviser and coordinate workflow across a small client-service team.

This is a genuine remote onshore chance for someone who enjoys ownership, complex advice implementation and keeping a team organised. You’ll support a sophisticated client base, including business owners and clients with SMSFs, investment structures.

The Opportunity

You’ll collaborate with one Senior Financial Adviser to manage a complex client portfolio of around 160 client groups. You’ll also coordinate workflow across the client-service team, with junior and outsourced support also available. You will replace a retiring team member with a good transition allowing you to get a excellent understanding of your role.

Key Responsibilities
Manage advice implementation
Support complex matters including SMSFs and entity structures.
Communicate with clients, providers,



accountants and the Adviser.
Maintain client records, documentation and workflows in Xplan and SharePoint.
Assist with Centrelink-related administration where needed
Run a weekly workflow meeting and help manage team capacity and priorities.

About You
Proven financial-planning CSO or Client Service Manager experience.
Robust Xplan skills and developing or confidence managing competing workflows.
Experience with advice implementation and complex client structures.
Clear, professional client communication and strong attention to detail.

What’s on offer
Full-time, permanent and fully remote role.
Flexibility around family and personal commitments.
Market-aligned salary, based on experience.
A senior role with genuine ownership and variety.

If you are an experienced financial-planning Client Service Manager looking to work remotely, have autonomy, dealing with some complexity in implementation and the opportunity to make a visible impact, apply now.

📌 Client Service Manager Fully Remote Brisbane (Australia)
🏢 Profusion PAC
📍 Australia