Client Services Manager | Financial Planning

About the firm
Our client is based in Varsity Lakes and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated.

One of the key highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention.
This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, you’ll have the support to reach your full potential.

About the role:
To keep up with continued growth, we are seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times.

Key responsibilities

• Prepare client meeting packs, reports, and review documents
• Implementing advice documents (SOAs & ROAs)
• Coordinate with external providers (e.g., product providers, insurance companies) for product information and follow-ups
• Maintain ongoing communication with clients to build strong relationships
• Follow up on outstanding client documentation and ensure timely submission.
• Maintain up-to-date and accurate client records in CRM and other systems/portals.
• Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow.

• 2 + years experience working as a Client Services Officer within a financial planning firm
• Sound understanding of the financial planning process
• Experience using Xplan, workflows, and tasks
• Strong attention to detail and time management skills
• Ability to work well under pressure and prioritise your workload

• Competitive Salary Package: Reflecting your skills, experience, and contributions.
• Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications.
• Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care.
• Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention.
• Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation.
• Health and Wellness Programs: Initiatives designed to support your physical and mental well-being.