About the role

Are you the kind of person who loves keeping things organised, solving problems, and making life easier for both clients and colleagues? We're looking for an experienced Client Services Manager to become an integral part of our team. You'll be someone who thrives on the intricacies of SMSFs and has a strong track record implementing sophisticated client strategies.

In this role, you'll work closely with our advisers to bring financial strategies to life, managing everything from advice implementation to client administration and ongoing support. You'll be the go-to person who keeps things moving, spots the details others miss, and helps ensure every client receives a seamless experience.

This is a full-time, office-based position in Adelaide and would suit someone who enjoys variety, thrives in a fast-paced environment, and takes pride in delivering exceptional service while building strong client relationships.

Key responsibilities

- Provide exceptional service and support to clients throughout their financial planning journey

- Manage client enquiries and ongoing service requests

- Prepare and process implementation paperwork for Statements of Advice

- Liaise with product providers, superannuation funds, Centrelink, insurers, and other external stakeholders

- Lodge and follow up applications, including Centrelink applications

- Maintain accurate client records and workflows within Xplan (Compass) and MyProsperity

- Assist advisers with strategy implementation and ongoing client management

- Coordinate reviews and client meetings

- Ensure all work complies with industry regulations and internal compliance requirements

About you

- Minimum 3 years' experience in a Client Services Manager or similar financial planning support role





- Exceptional SMSF expertise and extensive experience implementing complex financial planning strategies

- Strong working knowledge of Xplan (Compass)

- Experience preparing Statements of Advice and implementation documentation

- Excellent communication and client relationship management skills

- Strong organisational skills with the ability to manage multiple tasks and deadlines

- High attention to detail and commitment to quality outcomes

- Strong analytical and problem-solving abilities

- Experience liaising with clients and external providers

- A positive, team-focused attitude and willingness to contribute to a supportive office culture

- MyProsperity experience preferred, but not essential

Benefits

- 9-Day Fortnight for full-time employees

- Supportive and collaborative team environment

- Established and growing financial planning practice

- Variety of work and exposure to a broad range of client strategies

- Up-to-date office environment in Adelaide

- Opportunity to build a long-term career within financial services

About us

Plansure, is a boutique financial planning firm based in Adelaide with a big focus on people, both our clients and our team. We help Australians build financial confidence through practical advice, genuine relationships and exceptional service.

We're a close-knit team that supports clients across Australia, from Adelaide to Darwin, Perth, Brisbane, Melbourne and beyond. We work hard, support each other, share a few laughs along the way, and genuinely care about delivering an outstanding client experience.

If you're looking for a role where your work is valued, your ideas are welcomed, and no two days are quite the same, we'd love to hear from you.

To apply, send your resume or any questions about the role to ••••@plansure.com.au.

📌 Client Service Manager (Adelaide)
🏢 Plansure
📍 Adelaide