Job Title

The BusinessThis holistic financial planning business covers a wide range of strategies and advice areas. With a long-standing client base, they have a great reputation within the industry. If youre ready to step into a pivotal role with autonomy and support in equal measure, wed love to hear from you.The OpportunityThis is a true end-to-end Client Service Manager role supporting 2 Senior Advisers with their high-quality clients. Youll be the first point of contact for client interactions and will ensure seamless onboarding, implementation, and relationship management.Youll coordinate closely with the offshore support staff, who handle document preparation and other back-office functions. The role involves the end-to-end management of the clients and the implementation process.The RoleManage the full client onboarding process, ensuring accuracy the first timeAssist the advisers in plan preparation and researchMaintain and oversee workflow quality from offshore resourcesManage ongoing client communications and queries via phone and emailImplement advice strategies liaise with preferred platforms and providers (insurance, super, pensions)Coordinate SMSF establishmentMaintain data integrity within XplanManage the advice review process for the advisersMaintain client records, ensure regulatory compliance and manage meeting follow-upAssist in the improvement of processes, systems and general workflow; collaborate with the team and adapt to the priorities in the businessAbout You5+ years experience in a similar financial planning client services or admin roleA confident communicator who is proactive and happy to get on the phoneHigh level of accuracy and attention to detailComfortable managing multiple tasks and maintaining ownership of workflowPlatform knowledge across Praemium, Macquarie Wrap, and NetwealthStrong proficiency with Xplan (non-negotiable)Proactive and adaptable a self-starter who thrives in a dynamic environmentWhy Should I Apply?Established, close-knit practice in growth modeHybrid working enjoy 2 to 3 days from homeStep-up role with autonomy and development potentialCBD location accessible and centralGenuine impact in a senior capacity, working directly with the Principal Adviser #J-18808-Ljbffr