Client Services Manager

2 days ago

Sydney, New South Wales, Australia Buscojobs Full time

Client Services Manager - Professional Financial Planning firm located in the CBD

Salary is negotiable depending on the candidate level of experience.

Sydney CBD

Full-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 worked

directly 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 -

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

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