Financial Planning Client Services Manager

FS Recruitment Solutions; City of Melbourne; On-site; AUD 70,000 - 100,000; Full time

Job summary

FS Recruitment Solutions in Melbourne is seeking a Senior Client Services professional to help keep advice implementations smooth, working closely with advisers and a small offshore administration team to deliver a seamless client experience.

This role offers a supportive culture with strong adviser support and the opportunity to expand responsibilities while staying closely connected to clients and advisers.

Qualifications

• Experience within financial planning or wealth management.
• Strong understanding of advice implementation and client service processes.
• Experience using Xplan.
• Excellent communication and relationship-building skills.
• Strong organisational skills and attention to detail.
• A proactive approach and genuine commitment to client service.

Responsibilities

• Coordinating advice implementation and client service activities.
• Working closely with advisers to support client outcomes.
• Supporting and coordinating a small offshore administration team.
• Acting as a key point of contact for clients and external stakeholders.
• Assisting with investment transactions, cash movements and related administration.
• Monitoring workflow and maintaining high service standards.
• Identifying opportunities to improve efficiency and processes.

Job description

If you enjoy being the person who keeps everything running smoothly, this could be the perfect next step.

Join a respected financial planning business with a strong reputation, loyal clients and a genuinely supportive team. Working closely with advisers and a small offshore administration team, you will play a key role in delivering a seamless client experience and ensuring advice is implemented efficiently and accurately.

What You'll Be Doing

• Coordinating advice implementation and client service activities
• Working closely with advisers to support client outcomes
• Supporting and coordinating a small offshore administration team
• Acting as a key point of contact for clients and external stakeholders
• Assisting with investment transactions, cash movements and related administration
• Monitoring workflow and maintaining high service standards
• Identifying opportunities to improve efficiency and processes

What We're Looking For

• Experience within financial planning or wealth management
• Strong understanding of advice implementation and client service processes
• Experience using Xplan
• Excellent communication and relationship-building skills
• Strong organisational skills and attention to detail
• A proactive approach and genuine commitment to client service

Why Apply?

• Established and growing financial planning business
• Strong systems, processes and adviser support
• Supportive and collaborative team culture
• Variety across client service, implementation and workflow coordination
• Opportunity to expand your responsibilities while staying close to clients and advisers
• Long-term career opportunity within a highly regarded advice practice

Whether you are a Senior Client Services Officer looking for the next step or an experienced Client Services Manager seeking a better environment, this is an opportunity to join a business where your contribution will be valued and your experience recognised.