Our clients are an established financial planning firm with a robust team-oriented culture. There is a genuine commitment to a healthy working environment, 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
- Strong 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

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📌 Client Service Manager - Financial Planning (Adelaide)
🏢 CANDOR Recruitment
📍 Adelaide