Client Service Manager (Hybrid) - Financial Planning

CANDOR Recruitment; Adelaide; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Flexible working arrangements

Early finish on Fridays

Ample career progression opportunities

Job summary

CANDOR Recruitment is recruiting for a Client Service Administrator role in Norwood, Adelaide, SA. The position supports advisers and coordinates across onboarding, advice delivery, and ongoing client service within a financial planning environment.

You will collaborate with offshore teams, prepare documentation, and ensure compliance across client records while maintaining a client-first approach and a strong organisational mindset.

Qualifications

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

Responsibilities

• Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service.
• 1-1 support for the financial adviser with access to the offshore team.
• Implement financial advice recommendations and prepare documentation.
• Manage and coordinate documentation, compliance requirements, and client records.
• Support Financial Advisers with client meeting preparation, file notes, and follow-up actions.
• Liaise with third party product providers, super funds, insurance and clients.

Skills

Client service

Communication skills

Organisational skills

Tools

XPLAN

Job description

Our Clients

Our clients are an established financial planning firm with a strong 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 Norwood office with parking available for those that prefer to drive to work. This is a role for a Client Service Administrator 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. You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.

Responsibilities

• Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
• 1-1 support for the financial adviser with access to the offshore team
• Implement financial advice recommendations and prepare documentation
• Manage and coordinate documentation, compliance requirements, and client records
• Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
• Liaise with third party product providers, super funds insurance and clients

Experience

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

Benefits

• Flexible working arrangements and WFH Options
• Early finish on Fridays
• Great culture and advisers to work with
• Ample career progression opportunities

Glenelg, Adelaide SA