Client Services Manager – SMSF Expert (9‑Day Fortnight)

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

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.