We're looking for an experienced Client Services Manager to work directly with our Principal Partner.
You will become the main point of contact for our clients day to day needs and will be primarily responsible for the administration of their affairs, giving our adviser the time to focus on strategy and advice.Key responsibilitiesManaging client relationships and acting as the first point of contact for clients and their accountants, solicitors and other advisersPreparing for review meetings and coordinating the full annual review cycleImplementing advice, including applications, transfers, rollovers and portfolio transactions on BT PanoramaKeeping client files and records up to dateBe familiar with transferring funds / assets across multiple entities, including trusts, companies and self-managed super fundsSupporting estate planning, retirement and business succession matters alongside clients' other professional advisersSupporting compliance and record-keeping obligations under our AFSLSpotting what needs to happen next and acting on it without being askedAbout youSeveral years' experience in a client services or paraplanning role in financial adviceConfidence working with high net worth clients, business owners and multi-entity structuresHands-on experience with Microsoft Professional, AdviserLogic and BT Panorama (highly regarded)An understanding of managed funds, ETF's, direct equities and superannuationThe ability to work independently, manage your own workload and use valuable judgementExcellent written and verbal communication skills and a polished,



professional mannerA Diploma of Financial Planning or similar qualification (desirable, not essential)About usProvident Advisory is a Queensland-based, client-centric investment and wealth management firm in the Brisbane CBD.
We offer the intimacy of a boutique firm, and we focus on high-quality, transparent, fee-based financial advice.
We hold our own Australian Financial Services License.
We partner with high net worth individuals, business owners and families to build, preserve and protect their wealth.
Our services cover comprehensive financial planning, portfolio & investment management services including direct equity portfolio management, superannuation, retirement and estate planning, and business succession planning.
We're backed by some of the nation's best investment research.
Every client receives advice tailored to their own circumstances and goals.
Our strong, long-term relationships with clients are the cornerstone of everything we do.
Many clients have been with us for over 15 years.A competitive salary package, matched to your experiencePart-time hours of 3–4 days per weekA prestigious Brisbane CBD office, with the option to work from home once you're established in the roleA close-knit, supportive team where you work directly with the PrincipalA stable, long-term position with a firm that values loyalty and good workBe careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Boutique Wealth Client Services Lead - Part-Time/Remote (Brisbane)
🏢 Provident Advisory Group
📍 Brisbane