Job Description

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If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.

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Join a respected financial planning business with a robust reputation, loyal clients and a genuinely supportive team. Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.

What You'll Be Doing n

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Coordinating advice implementation and client service activities
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Working closely with advisers to support client outcomes
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Supporting and coordinating a small offshore administration team
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Acting as a key point of contact for clients and external stakeholders
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Assisting with investment transactions, cash movements and related administration
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Monitoring workflow and maintaining high service standards
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Identifying prospects to improve efficiency and processes
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What We're Looking For nn
Experience within financial planning or wealth management
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Strong understanding of advice implementation and client service processes
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Experience using Xplan
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Excellent communication and relationship-building skills
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Robust organisational skills and attention to detail
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A proactive approach and genuine commitment to client service
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Why Apply? nn
Established and growing financial planning business
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Strong systems, processes and adviser support
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Supportive and collaborative team culture
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Variety across client service, implementation and workflow coordination
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Opportunity to expand your responsibilities while staying close to clients and advisers
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Long-term career opportunity within a highly regarded advice practice
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Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an chance to join a business where your contribution will be valued and your experience recognised.

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J-18808-Ljbffr

📌 Financial Planning Client Services Manager Melbourne
🏢 FS Recruitment Solutions
📍 Melbourne