Join a highly regarded boutique wealth advisory firm in Melbourne CBD and become part of a business that has built its reputation on exceptional client relationships, technical excellence and genuinely personalised advice.Supporting a team of experienced Advisers, you will play an integral role in delivering a seamless client experience and ensuring the advice process runs efficiently from start to finish.
This is an excellent opportunity for an experienced financial planning professional who enjoys being the go-to person behind the scenes, coordinating advice implementation, managing client reviews and helping Advisers deliver outstanding service.Working with a well-established client base that includes retirees, professionals, business owners and high-net-worth families, you will be joining a collaborative and supportive team that values quality, professionalism and long‐term relationships.Key responsibilities include:Preparing and implementing advice documents and investment instructionsSupporting Advisers with meeting preparation, follow‐up and client administrationManaging annual review packs, valuations, performance reports and client documentationCoordinating contributions, rollovers, fund transfers,



applications and redemptionsMaintaining accurate client records and ensuring compliance requirements are metLiaising with clients, product providers, accountants and other professional stakeholdersManaging Adviser workflows, priorities and diaries to ensure a smooth advice processTo be successful, you will have previous experience within financial planning or wealth management and a strong understanding of advice processes and client service delivery.
Experience with Xplan will be highly regarded.You will also bring strong attention to detail, excellent organisational skills and a genuine commitment to delivering exceptional outcomes for both clients and Advisers.What's on offer:Join a respected and established wealth management firmWork alongside experienced Advisers and sophisticated clientsSupportive, qualified and collaborative team cultureMelbourne CBD location with hybrid flexibility available after onboardingLong‐term career opportunity within a stable and growing businessIf you enjoy being a trusted part of the advice process, take pride in delivering high‐quality work and are looking for a role where your contribution is genuinely valued, we would love to hear from you.
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📌 Client Services Manager (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne