Our Clients

Our clients are an established financial planning firm with a solid team-oriented culture. There is a genuine commitment to a healthy working workplace, where they value a balance as much as the focus on results.

This opportunity will be based in the Adelaide CBD office conveniently located near public transport with parking available.

This is a role for a Client Service Manager who is comfortable working right across the advice process. Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.

This role will be supporting one adviser so you will be able to focus on high quality low volume workloads.

Responsibilities
Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service




Manage and coordinate documentation, compliance requirements, and client records
Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
Drive continuous improvement in team processes and service delivery standard

Experience
Must have 2+ years experience in financial planning
Robust organisational and communication skills with a client-first mindset
Ability to manage competing priorities while maintaining quality and compliance standards
XPLAN experience is highly regarded

Please apply for this position if you are interested in a confidential conversation, or email email_hidden your updated resume.

📌 Client Service Manager Financial Planning Adelaide
🏢 CANDOR Recruitment
📍 Adelaide