About the role

The Client Manager plays a critical role in delivering exceptional client experiences and supporting the successful implementation of financial advice recommendations. Working closely with Advisers, clients, product providers, and internal team members, you will manage the end-to-end client journey from advice implementation through to ongoing service. This role requires strong organisational skills, attention to detail, proactive communication, and a genuine commitment to helping clients achieve their financial goals. As a trusted point of contact, you will ensure clients feel informed, supported, and valued while maintaining the highest standards of service, quality, and professionalism.

Key responsibilities

- Building trusted relationships with clients and delivering the exceptional service and care that Profusion Planning is known for.
- Managing the implementation of financial advice recommendations and ensuring a seamless client experience from start to finish.
- Acting as a key point of contact for clients, providing proactive communication and regular progress updates.
- Working closely with Advisers, product providers, insurers, and superannuation funds to achieve timely and accurate client outcomes.
- Preparing and managing client documentation with a strong focus on quality, accuracy, and attention to detail.
- Coordinating client reviews, follow-up actions,



and ongoing service requirements to ensure commitments are delivered on time.
- Supporting clients with policy administration, insurance claims, and general enquiries in a professional and empathetic manner.
- Maintaining accurate client records and ensuring all work is completed in line with business, compliance, and regulatory requirements.
- Identifying opportunities to improve processes, efficiency, and the overall client experience.
- Taking ownership of client matters and following through to resolution.

About you

- Minimum 2 years' experience in a Client Manager, Client Services, Financial Planning Administration or similar financial services role.
- Strong client service and relationship management experience.
- Excellent written and verbal communication skills.
- High attention to detail and accuracy.
- Strong organisational and time management skills.
- Ability to prioritise competing deadlines.
- Ability to work independently and within a team environment.
- Proficiency in Microsoft Office applications.
- Experience managing multiple tasks simultaneously.

About us

Profusion Planning is a growing financial advice business committed to delivering exceptional client experiences and building long-term relationships. We pride ourselves on providing qualified, proactive, and personalised service that helps clients feel supported and valued at every stage of their financial journey.

📌 Client Service Manager (West Leederville)
🏢 Profusion Planning
📍 West Leederville