Senior Client Services Manager – Financial Planning (Xplan)

Wealth Effect; Gold Coast City; Hybrid; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Work from home 1 day per week after 프로

Job summary

Wealth Effect Group is a Currumbin-based financial planning practice in Queensland. We support pre-retirees, retirees and SMSF trustees with a small, sharp team and offshore support. The role focuses on client service, scheduling, and ensuring reviews and signings proceed smoothly.

The candidate will manage onboarding, prepare review packs, and coordinate with platforms and advisers. Experience with Xplan and wealth platforms is essential; you will work closely with the Principal Adviser to grow

Qualifications

• 5+ years in financial planning in a client services, associate or paraplanning role.
• Hands-on experience with Xplan (including workflows), Wealth Solver and Risk Researcher.
• Strong knowledge of investment platforms and admin processes.
• Happy on the phone all day. You like talking to clients and you're good at building relationships.
• You work fast without getting sloppy, and you notice when something doesn't add up.
• Organised, self-driven and comfortable owning a workload without being chased.
• Comfortable working alongside AI tools and keen to use them to work smarter.

Responsibilities

• Booking and managing all client appointments, including reviews, new client meetings and signings.
• Calling clients to chase information, confirm meetings and keep things moving.
• Keeping Xplan accurate and current for every client, and running Xplan workflows so nothing is missed.
• Preparing review packs and making sure every review is ready ahead of the meeting.
• Managing onboarding, portfolio transactions, transfers, contributions and withdrawals.
• Liaising with platforms, product providers and accountants, and keeping the adviser across every open matter.
• Gathering and organising client financial information ahead of advice.
• Modelling in Xplan, Wealth Solver and Risk Researcher.
• Preparing paraplanning requests.
• Joining client meetings where needed, taking notes and actioning follow-up

Skills

Phone communication

Relationship building

Organisation

Attention to detail

AI tools usage

Tools

Xplan

Wealth Solver

Risk Researcher

Job description

Wealth Effect Group is a Currumbin-based financial planning practice in Queensland. We support pre-retirees, retirees and SMSF trustees with a small, sharp team and offshore support. The role focuses on client service, scheduling, and ensuring reviews and signings proceed smoothly.

The candidate will manage onboarding, prepare review packs, and coordinate with platforms and advisers. Experience with Xplan and wealth platforms is essential; you will work closely with the Principal Adviser to grow