Client Relationship Manager – Financial Services

Hive Financial Planning is a professional, client-focused financial advice practice located in the Rockhampton CBD. We pride ourselves on delivering high-quality, technically sound advice supported by exceptional service and a genuine commitment to achieving great outcomes for our clients.

We are looking for an experienced Client Relationship Manager to join our team in a client services and administration role.

This position is ideal for someone with strong financial planning administration experience who is ready to take greater ownership of client relationships, advice implementation and workflow management, while helping coordinate the work of our administration support team.

You will work closely with our Financial Advisers and broader support team to make sure advice moves efficiently from recommendation through to implementation and ongoing service.

About the Role

As a Client Relationship Manager, you will take ownership of the administration and service requirements for a portfolio of financial planning clients.

The role combines advanced financial planning administration, client relationship management and workflow coordination.

You will be a key point of contact between clients, advisers, product providers and our remote administration team, ensuring tasks are appropriately delegated, followed up and completed accurately and on time.

Tasks & Responsibilities

Your responsibilities will include:

- Acting as a key point of contact for clients and managing day-to-day client enquiries
- Developing solid, professional relationships with our ongoing financial planning clients
- Supporting advisers throughout the advice process, from meeting preparation through to implementation and ongoing reviews
- Preparing client review packs, advice implementation documentation, applications and other client correspondence
- Managing more complex financial planning administration and implementation matters
- Liaising with superannuation funds, investment platforms,



insurers and other product providers
- Lodging, tracking and following up applications, transactions and advice implementation through to completion
- Maintaining accurate client records, file notes, tasks and documentation within Xplan
- Managing adviser and client workflows to ensure outstanding matters are identified and progressed
- Allocating appropriate administration and processing tasks to our administration team
- Reviewing and monitoring delegated work to ensure it is completed accurately and within required timeframes
- Providing guidance and support to other administration team members where tasks require clarification
- Identifying workflow bottlenecks and proactively resolving outstanding client matters
- Coordinating with advisers and other team members to prioritise urgent or complex work
- Helping maintain consistent administration processes and service standards across the business

Importantly, this is not a sales or financial adviser role. Your focus will be on delivering an exceptional client experience and ensuring the advice and administration process behind the scenes runs smoothly.

About You

We are looking for someone who:

- Has demonstrated experience in financial planning administration, client services or a similar financial services role
- Ideally has 3+ years' experience within financial planning or wealth management
- Has a sound understanding of the financial advice process and the administration involved in implementing financial advice
- Is comfortable handling more complex administration rather than simply processing routine tasks




- Can confidently manage multiple client matters and competing priorities
- Takes ownership of tasks and follows matters through to completion
- Has strong organisational and workflow management skills
- Has excellent attention to detail and takes pride in accuracy
- Communicates confidently and professionally with clients
- Is comfortable allocating work, providing instructions and following up tasks with other team members
- Can identify when something doesn't look right and investigate rather than simply processing the task
- Works well independently while also contributing positively to a collaborative team
- Has experience using Xplan (highly desirable)
- Has intermediate or advanced proficiency with Microsoft Office applications

Previous experience supervising, mentoring or coordinating other administration staff would be advantageous, but formal management experience is not essential. We are equally interested in an experienced financial planning administrator who is ready to step into greater responsibility.

What Success Looks Like

You will be successful in this role if:

- Clients receive prompt, professional and reliable service
- Advisers can confidently hand over implementation and administration matters knowing they will be progressed
- Client work doesn't get lost between advisers, administration, and product providers
- Tasks are properly delegated, monitored and completed
- Client records and documentation are accurate and up to date
- You proactively identify outstanding matters rather than waiting for someone else to follow them up
- You become a trusted point of contact for both our clients and our advisers

Benefits

- A client services role with genuine responsibility and autonomy
- Flexible work arrangements to support work-life balance
- Stable employment within a successful local business
- Professional development and career growth opportunities
- Supportive, professional and collaborative team culture

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📌 Client Relationship Manager – Financial Services (Rockhampton)
🏢 Hive Financial Planning
📍 Rockhampton