Part-time Client Services Manager - Financial Planning

FS Recruitment Solutions; City of Melbourne; On-site; AUD 34,000 - 48,000; Part time

Benefits offered by this job

Flexible hours

Part-time hours

Job summary

FS Recruitment Solutions in South Melbourne, VIC, is seeking an experienced Client Services Officer to support Advisers and deliver outstanding service to clients. This is a part-time role with flexible hours designed around your availability, including school hours or reduced days.

You will liaise with advisers, manage client inquiries, prepare documentation, and help maintain accurate records. Join a collaborative team that values professionalism and ongoing development, offering exposure to

Qualifications

• Experience delivering high-standard client service in a financial planning or professional services environment.
• Ability to manage multiple priorities with attention to detail and accuracy.
• Strong relationship-building and proactive communication with clients and advisers.

Responsibilities

• Preparing documentation for client meetings and reviews
• Managing client enquiries and ongoing service requests
• Processing applications and implementation requirements
• Liaising with product providers and key stakeholders
• Maintaining accurate client records and documentation
• Following up outstanding actions and requirements
• Supporting Advisers with day-to-day administration and client communication

Skills

Client service

Organizational skills

Communication

Job description

FS Recruitment Solutions - South Melbourne VIC

If you enjoy building relationships, keeping things organised and being a key part of a positive client experience, this could be a great next step.

We are working with a highly regarded financial planning business looking for an experienced Client Services Officer to support Advisers and help deliver outstanding service to clients.

Known for its collaborative approach and strong connections within the advice profession, this is a business that values professionalism, continuous improvement and working together to achieve great outcomes.

This is a part-time opportunity with genuine flexibility around how those hours are worked. Whether you are looking to work school hours across five days, reduced days across the week or another arrangement, we would love to hear what works best for you.

The Role

Working closely with Advisers and clients, you will play an important role in ensuring the advice process runs smoothly and efficiently.

Your responsibilities will include:

• Preparing documentation for client meetings and reviews
• Managing client enquiries and ongoing service requests
• Processing applications and implementation requirements
• Liaising with product providers and key stakeholders
• Maintaining accurate client records and documentation
• Following up outstanding actions and requirements
• Supporting Advisers with day-to-day administration and client communication

About You

You will have previous experience in a Client Services Officer, Client Services Manager or Financial Planning Assistant role and understand the importance of delivering a high standard of service.

You are organised, proactive and detail-oriented, with the ability to manage competing priorities while building strong relationships with clients and colleagues.

Why Apply?

This is an opportunity to join a business that is genuinely invested in the advice profession and committed to sharing knowledge, supporting growth and creating positive outcomes for advisers and clients alike.

You will enjoy:

• A genuinely flexible part-time arrangement designed around your preferred hours
• The option to work school hours or reduced days
• A supportive and collaborative team environment
• Exposure to experienced professionals within financial planning
• Ongoing learning and development opportunities
• A business that values innovation and continuous improvement
• A long-term career opportunity within a respected organisation

If you are looking for a Client Services Officer role where you can contribute, develop and be part of a supportive team, we would love to hear from you.