Salary: $70,000 – $95,000 per month

Job Type: Full-time

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 quick-paced environment, and takes pride in delivering exceptional service while building strong client relationships.Key responsibilitiesProvide exceptional service and support to clients throughout their financial planning journeyManage client enquiries and ongoing service requestsPrepare and process implementation paperwork for Statements of AdviceLiaise with product providers, superannuation funds, Centrelink, insurers, and other external stakeholdersLodge and follow up applications, including Centrelink applicationsMaintain accurate client records and workflows within Xplan (Compass)



and MyProsperityAssist advisers with strategy implementation and ongoing client managementCoordinate reviews and client meetingsEnsure all work complies with industry regulations and internal compliance requirementsAbout youMinimum 3 years' experience in a Client Services Manager or similar financial planning support roleExceptional SMSF expertise and extensive experience implementing complex financial planning strategiesStrong working knowledge of Xplan (Compass)Experience preparing Statements of Advice and implementation documentationExcellent communication and client relationship management skillsStrong organisational skills with the ability to manage multiple tasks and deadlinesHigh attention to detail and commitment to quality outcomesStrong analytical and problem-solving abilitiesExperience liaising with clients and external providersA positive, team-focused attitude and willingness to contribute to a supportive office cultureMyProsperity experience preferred, but not essential9-Day Fortnight for full-time employeesSupportive and collaborative team environmentEstablished and growing financial planning practiceVariety of work and exposure to a broad range of client strategiesModern office environment in AdelaideOpportunity to build a long-term career within financial servicesAbout usPlansure, 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.What can I earn as a Client Services Manager#J-18808-Ljbffr

📌 Client Service Manager (Adelaide)
🏢 Plansure
📍 Adelaide