Client Services Manager – SMSF Expert (Adelaide)

Client Services Manager – SMSF Expert (Adelaide)

23 Oct
|
Plansure
|
Adelaide

23 Oct

Plansure

Adelaide

Plansure, a boutique financial planning firm based in Adelaide, is seeking an experienced Client Services Manager to support advisers and deliver exceptional client service. You'll manage SMSF-focused strategies, liaise with providers, prepare Statements of Advice, and keep client records up to date in Xplan (Compass) and MyProsperity. This full-time role is office-based in Adelaide with a team-oriented team and clear growth opportunities.

📌 Client Services Manager – SMSF Expert (Adelaide)
🏢 Plansure
📍 Adelaide

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