Senior Client Services Manager - Financial Planning

Applied Wealth; North Sydney Council; Hybrid; AUD 90,000 - 135,000; Full time

Benefits offered by this job

Training & support

Remote-work flexibility

Job summary

Applied Wealth is seeking a senior Client Services Manager to own the administration and support the wider advice team in North Sydney. You will be the go-to for clients, manage reviews and fee renewals, and work closely with the Principal to ensure a smooth practice.

Ideal candidates will have 5+ years in financial planning client services, strong platform experience (Netwealth/BT Panorama/HUB24), and excellent communication and organisational skills. Flexible working options may be considered.

Qualifications

• Minimum 5 years' experience in a financial planning practice in a client services or administration role.
• Strong platform administration experience, ideally across Netwealth, BT Panorama and/or HUB24.
• Proven ability to provide exceptional service to clients.
• Demonstrated ability to use technology to work more efficiently.
• Ability to work effectively with both onshore and offshore teams.
• Strong written and verbal communication skills.
• Excellent time management and organisational skills.
• Full Australian working rights.
• Experience supporting a principal or senior adviser (desirable).

Responsibilities

• Manage the annual review cycle: booking meetings, preparing meeting packs and presentations, and following up actions afterwards.
• Manage ongoing fee renewals and consents.
• Keep review dashboards up to date.
• Manage the electronic signing of advice documents, from issuing to client follow up and filing.
• Implement advice once approved: application forms, transactions and account setup across Netwealth, BT Panorama and HUB24.
• Liaise with product providers, accountants and other professionals on client matters, including annual SMSF administration.
• Be the first point of contact for clients, by phone, email and in person.
• Assist with managing the Principal's diary and meeting preparation.
• Record file notes and track action items after client meetings.
• Prepare client correspondence, presentations and review documents.

Skills

Client service

Time management

Organisation

Communication

Problem solving

Tech aptitude

Team collaboration

Tools

Netwealth

BT Panorama

HUB24

Job description

Applied Wealth is seeking a senior Client Services Manager to own the administration and support the wider advice team in North Sydney. You will be the go-to for clients, manage reviews and fee renewals, and work closely with the Principal to ensure a smooth practice.

Ideal candidates will have 5+ years in financial planning client services, strong platform experience (Netwealth/BT Panorama/HUB24), and excellent communication and organisational skills. Flexible working options may be considered.