Manager, Client Services | $80K-$85K + super | Sydney South

Manager, Client Services | $80K-$85K + super | Sydney South

This role will suit an experienced HNW & Investments client service manager or administration professional seeking to further develop a career in the Financial Planning sector.

  • Integrated Accounting & Financial Advisory business
  • Central role in busy Practice
  • Manage all WIP & Team
  • Client Centric advice focussed
  • Work Close to Home
Recruit 2 Advice | Financial Planning Recruitment | Senior Client Service Manager

The Business

A fantastic opportunity has arisen to become a member of a successful, expanding Financial Planning practice within a highly successful integrated accounting and advice practice.

HNW Practice, with two Senior Financial Advisers and support staff specialising in investments and directly held assets. Dynamic, innovative, fast-paced business with a market-leading national support network.

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

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 SOAs / ROA's - Investment focussed.
  • 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.

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

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.

The Person

Ideal applicants will have 5 years or more experience in a Client Service or Administration role in the financial advice sector.

  • Exposure to Investments & Directly held assets advantageous
  • 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 a team
  • Well organised with excellent attention to detail
  • The ability to manage multiple tasks and deliver deadlines
  • An adaptable and flexible nature
  • Strong problem-solving ability


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

Job Category: Client services
Job Type: Full Time
Job Location: Sydney
Experience: 5 Years plus
Salary Range: $80-$90k

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