Client Service Manager

Plansure; Adelaide; On-site; AUD 70,000 - 95,000; Full time

Benefits offered by this job

9-Day Fortnight for full-timeemployees

Supportive and collaborative team环境

Modern office environment in Adelaide

Job summary

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 collaborative team and clear growth opportunities.

Qualifications

• Minimum 3 years' experience in a Client Services Manager or similar financial planning support role
• Exceptional SMSF expertise and extensive experience implementing complex financial planning strategies
• Strong working knowledge of Xplan (Compass)
• Experience preparing Statements of Advice and implementation documentation
• Excellent communication and client relationship management skills
• Strong organisational skills with the ability to manage multiple tasks and deadlines
• High attention to detail and commitment to quality outcomes
• Strong analytical and problem-solving abilities
• Experience liaising with clients and external providers
• A positive, team-focused attitude and willingness to contribute to a supportive office culture
• MyProsperity experience preferred, but not essential
• 9-Day Fortnight for full-time employees
• Supportive and collaborative team environment
• Established and growing financial planning practice
• Variety of work and exposure to a broad range of client strategies
• Modern office environment in Adelaide
• Opportunity to build a long-term career within financial services

Responsibilities

• Provide exceptional service and support to clients throughout their financial planning journey
• Manage client enquiries and ongoing service requests
• Prepare and process implementation paperwork for Statements of Advice
• Liaise with product providers, superannuation funds, Centrelink, insurers, and other external stakeholders
• Lodge and follow up applications, including Centrelink applications
• Maintain accurate client records and workflows within Xplan (Compass) and MyProsperity
• Assist advisers with strategy implementation and ongoing client management
• Coordinate reviews and client meetings
• Ensure all work complies with industry regulations and internal compliance requirements

Skills

SMSF expertise

Client relationship management

Communication

Organisational skills

Problem-solving

Liaising with clients/external vendors

Tools

Xplan (Compass)

MyProsperity

Job description

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 fast-paced environment, and takes pride in delivering exceptional service while building strong client relationships.

Key responsibilities

Provide exceptional service and support to clients throughout their financial planning journey

Manage client enquiries and ongoing service requests

Prepare and process implementation paperwork for Statements of Advice

Liaise with product providers, superannuation funds, Centrelink, insurers, and other external stakeholders

Lodge and follow up applications, including Centrelink applications

Maintain accurate client records and workflows within Xplan (Compass) and MyProsperity

Assist advisers with strategy implementation and ongoing client management

Coordinate reviews and client meetings

Ensure all work complies with industry regulations and internal compliance requirements

About you

Minimum 3 years' experience in a Client Services Manager or similar financial planning support role

Exceptional SMSF expertise and extensive experience implementing complex financial planning strategies

Strong working knowledge of Xplan (Compass)

Experience preparing Statements of Advice and implementation documentation

Excellent communication and client relationship management skills

Strong organisational skills with the ability to manage multiple tasks and deadlines

High attention to detail and commitment to quality outcomes

Strong analytical and problem-solving abilities

Experience liaising with clients and external providers

A positive, team-focused attitude and willingness to contribute to a supportive office culture

MyProsperity experience preferred, but not essential

9-Day Fortnight for full-time employees

Supportive and collaborative team environment

Established and growing financial planning practice

Variety of work and exposure to a broad range of client strategies

Modern office environment in Adelaide

Opportunity to build a long-term career within financial services

About us

Plansure, 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