Fully remote | Full-time permanent | Immediate start
An established financial planning business is seeking a highly experienced Client Service Manager to provide trusted, end-to-end support to one Senior Financial Adviser and coordinate workflow across a small client-service team.
This is a genuine remote onshore opportunity for someone who enjoys ownership, complex advice implementation and keeping a team organised. You’ll support a sophisticated client base, including business owners and clients with SMSFs, investment structures.
The Opportunity
You’ll collaborate with one Senior Financial Adviser to manage a complex client portfolio of around 160 client groups. You’ll also coordinate workflow across the client-service team, with junior and outsourced support also available. You will replace a retiring team member with a good transition allowing you to get a great understanding of your role.
Key Responsibilities
- Manage advice implementation
- Support complex matters including SMSFs and entity structures.
- Communicate with clients, providers, accountants and the Adviser.
- Maintain client records, documentation and workflows in Xplan and SharePoint.
- Assist with Centrelink-related administration where needed
- Run a weekly workflow meeting and help manage team capacity and priorities.
- Proven financial-planning CSO or Client Service Manager experience.
- Strong Xplan skills and developing or confidence managing competing workflows.
- Experience with advice implementation and complex client structures.
- Clear, professional client communication and strong attention to detail.
- Full-time, permanent and fully remote role.
- Flexibility around family and personal commitments.
- Market-aligned salary, based on experience.
- A senior role with genuine ownership and variety.
