Client Services Manager

2 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time
Client Services Manager - Professional Financial Planning firm located in the CBDSalary is negotiable depending on the candidate level of experience.
Sydney CBDFull-time | Permanent Only Apply if You Have Hands-On Financial Planning / Implementation Experience We are seeking an experienced Advice Client Services Implementation Specialist who has workeddirectly in financial planning practices, supporting advisers with the preparation and implementation of advice.
Must-Have Criteria (listed clearly) : Minimum 2-3 years' recent experience in a financial planning practice Direct involvement in preparing and implementing Statements of Advice (SOAs)Strong understanding of the end-to-end advice process Proficiency in Xplan / Advice platforms About the Firm Join a highly regarded small financial planning practice with a select portfolio of high-net-worth clients.
With just three team members, this close-knit firm offers a rare combination of beautiful CBD offices with city views, a warm and welcoming culture, and the opportunity to work closely with a respected Practice Principal and Associate Adviser.
The Role We are seeking an experienced Client Services Manager to take ownership of advice implementation and provide high-level administrative support.
You will be a key part of the client experience, ensuring the advice process runs seamlessly from start to finish.
This is a full-time, permanent role.
All applicants must have full work rights for Australia (PR or Citizenship)Key Responsibilities Manage the end-to-end advice implementation process Prepare and lodge applications, forms, and supporting documents Liaise with clients, product providers, and internal stakeholders Maintain accurate records in CRM and ensure compliance requirements are met Support the Practice Principal and Associate Adviser with day-to-day administrative needs About You Essential : Demonstrated experience in financial advice administration and implementation Highly organised, with exceptional attention to detail and follow-through Strong communication skills and a professional, client-focused approach Preferred : Diploma / Advanced Diploma of Financial Planning or RG146 compliant Able to thrive in a small, collaborative team environment Why You'll Love This Role Work with an unbelievably friendly and supportive team Enjoy beautiful CBD offices Be part of a close-knit practice where your contribution is valued and noticed Competitive salary + Performance based bonus Just a 5-minute walk from Wynyard Station ARP are working with multiple Practices across Sydney- we are seeking CSO / CSM's in Liverpool, Sutherland, CBD and North Sydney.
If you're ready to join a small firm with a big heart and a premium client base, we'd love to hear from you.
Apply now - jenny@advancerecruitmentpartners.com.au If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.
Alternatively, contact Jenny Craig on for a confidential discussion or email your resume in a word format tojenny@advancerecruitmentpartners.com.au
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