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 solid 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 prospects 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




Robust 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 environment
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_hidden

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