Client Service Manager | $70-80k + super

Client Service Manager | $70-80k + super

This role will suit an experienced client service manager or administration professional seeking to further their career in the Financial Planning industry.

Recruit 2 Advice | Financial Planning Recruitment | Client Service Manager | Mornington
  • Mornington office location – work close to home

  • Mature Boutique Financial Planning business

  • Client Centric advice focussed

  • Learn from best!

  • Variety, mentoring and growth position.

Note: Candidates who are degree qualified yet don’t meet the experience guidelines are encouraged to apply. The business is also looking to employ a Graduate seeking a career in Financial Planning.

A fantastic opportunity has arisen to be a member of a successful, expanding Financial Planning business with practices in Victoria, Tasmania and Queensland/NSW border.

The Business

Mature Boutique, ‘high touch’ financial advice business with five Senior Financial Advisers and growing national footprint. Dynamic, innovative, fast paced business with a market leading management team.

You will be joining a team of highly skilled Advisers and Client Service specialists servicing a large and loyal base of client groups.

The Position - Client Service Manager

The primary objective of the role is to provide high level service to clients and support the Financial Planners with client enquiries, client reviews and advice implementation. You will also liaise with and support the Paraplanning SOA/ROA function with a team of outsourced professionals.


  • Implementation of SOA's / ROA's
  • Prepare and process application forms
  • Updating and maintaining client information within the Xplan database
  • Administration and processing of client documentation
  • Manage and respond to client queries
  • Make and manage client appointments
  • Maintain and uphold data integrity
  • Adhere to all relevant risk and compliance obligations
  • General administration

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career. Continued professional training and the opportunity to complete your Professional Year and take on an Associate Adviser role in time.

The Person 

Ideal applicants will have 2-3 years or more experience in a Client Service or Administration role in the financial advice sector.

  • Experience with Xplan preferred
  • Experience in delivering high quality client service
  • Excellent written and verbal communication skills
  • Strong skills in Microsoft Teams, Word, Excel, and Outlook
  • A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of team
  • Well organised with excellent attention to detail
  • The ability to manage multiple tasks and deliver to deadlines
  • An adaptable and flexible nature
  • Strong problem-solving ability


A competitive salary is on offer dependent on qualifications and experience.

Job Category: Administration Client services
Job Type: Full Time
Job Location: Victoria
Experience: 1-3 Years
Salary Range: $60-80k

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