About the role

As our advisers spend more time with clients, we are looking for an experienced Client Services Manager to own the administration that makes great advice happen. This is a senior, career role for someone who takes pride in running a practice smoothly and being the person clients and colleagues rely on. You will work closely with the Principal and support the wider advice team.

We are seeking an individual who is proactive, resourceful and organised. You take ownership of your responsibilities, anticipate what needs to happen next and solve problems independently.

Key responsibilities

- Manage the annual review cycle: booking meetings, preparing meeting packs and presentations, and following up actions afterwards.
- Manage ongoing fee renewals and consents.
- Keep review dashboards up to date.
- Manage the electronic signing of advice documents, from issuing to client follow up and filing.
- Implement advice once approved: application forms, transactions and account setup across Netwealth, BT Panorama and HUB24.
- Liaise with product providers, accountants and other professionals on client matters, including annual SMSF administration.
- Be the first point of contact for clients, by phone, email and in person.
- Assist with managing the Principal's diary and meeting preparation.
- Record file notes and track action items after client meetings.
- Prepare client correspondence, presentations and review documents.

About you

- Minimum 5 years' experience in a financial planning practice in a client services or administration role.
- Strong platform administration experience,



ideally across Netwealth, BT Panorama and/or HUB24.
- Proven ability to provide exceptional service to clients.
- Demonstrated ability to use technology to work more efficiently.
- Ability to work effectively with both onshore and offshore teams.
- Strong written and verbal communication skills.
- Excellent time management and organisational skills.
- Strong attention to detail.
- Full Australian working rights.
- Experience supporting a principal or senior adviser (desirable).

About us Applied Wealth is a boutique financial planning practice in North Sydney. Established in 2012 and holding our own Australian Financial Services Licence, we provide long term, holistic advice to a select group of high net worth individuals, families and SMSF trustees. We are a small team, and how we work together matters.

We value calm, organised days, high standards paired with mutual respect, and a genuine commitment to doing the right thing by our clients and each other. You will work directly with the Principal, who has around 20 years in the industry and is invested in the people around him.

Benefits

- Competitive salary
- A senior, reliable role in a well established and growing practice
- A well run practice with documented processes and modern systems, so you can do great work without constant firefighting
- Training and support to keep your skills current
- Working from home considered on a case by case basis
- Small, supportive team where your experience and ideas are valued
- North Sydney office, close to public transport

📌 Client Services Manager (North Sydney)
🏢 Applied Wealth
📍 North Sydney