Financial Planning - Client Services Manager

seek.com.au; The Hills Shire Council; On-site; AUD 70,000 - 85,000; Full time

Benefits offered by this job

Superannuation

Job summary

Benwest is seeking a proactive Client Services Manager to support the Director and Financial Advisers in delivering a high-quality client experience. This full-time role is based in Norwest, NSW, and involves managing client records, fee agreements, and coordination of advice implementations.

You will work closely with the Principal Adviser and team, building relationships and handling multiple priorities in a fast-paced environment.

Qualifications

• Minimum 2 years in a financial planning support role.
• Experience with Xplan or Worksorted is preferred.
• Strong organisation and client relationship skills.
• Excellent communication and initiative.

Responsibilities

• Provide administrative and client support to the Principal Adviser and team.
• Prepare and manage Ongoing Fee Agreements and Fee Consents.
• Maintain client records in the CRM (Xplan/Worksorted).
• Assist in Client Review Reports and Records of Advice (ROAs).
• Coordinate and track advice implementation tasks through to completion.
• Handle applications, redemptions and maintenance with third-party providers.
• Liaise with clients for a seamless advice experience.
• Respond to enquiries by phone and email promptly.
• Assist with Centrelink matters and compliance requirements.
• Collaborate with Advisers, Paraplanners, and the Finance Manager.

Skills

Client services

Financial planning

CRM (Xplan/Worksorted)

Communication

Multitasking

Tools

Xplan

Worksorted

Microsoft Office

Job description

Financial Planning

Full time

$70,000 - $85,000 + Super (depending on experience)

The Role

Benwest is a boutique Financial Planning practice and AFSL based in Norwest. We are seeking a proactive and detail-oriented Client Services Manager to support our Director and Financial Advisers in delivering a high-quality client experience.

This is a key, trusted role where you will work closely with the Principal Adviser and broader team, build strong client relationships, and help ensure the smooth and efficient running of the practice. It’s well suited to someone who thrives in a fast-paced environment and enjoys managing multiple priorities.

Key Responsibilities

• Provide high-quality administrative and client support to the Principal Adviser and team
• Prepare and manage Ongoing Fee Agreements and Fee Consents
• Maintain accurate client records within the CRM (Xplan/Worksorted)
• Assist in the preparation of Client Review Reports and Records of Advice (ROAs)
• Implement advice strategies, including coordinating and tracking tasks through to completion
• Manage applications, redemptions, and maintenance requests with third-party providers
• Liaise with clients to deliver a seamless and professional advice experience
• Respond to client enquiries via phone and email in a timely manner
• Assist with Centrelink-related matters
• Support compliance requirements, including ASIC AFSL updates
• Collaborate with Advisers, Paraplanners, and the Finance Manager

About You

• Minimum 2 years’ experience in a financial planning support role
• Strong understanding of advice implementation (superannuation and investments)
• Highly organised with strong attention to detail
• Excellent communication skills and ability to build client relationships
• Proactive, reliable, and able to take initiative
• Comfortable managing multiple priorities
• Experience with Xplan or Worksorted (preferred)
• Proficient in Microsoft Office (Word, Excel, Outlook, Teams)
• Adaptable, solutions-focused, and a strong team player