About the firmOur client is based in Varsity Lakes and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated.One of the key highlights of joining this team is their low staff turnover, which reflects the company''s commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, youll have the support to reach your full potential.About the role:To keep up with continued growth, we are seeking an experienced Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast-paced environment, ensuring the needs of the client are met at all times.Key responsibilitiesPrepare client meeting packs, reports, and review documentsImplementing advice documents (SOAs & ROAs)Coordinate with external providers (e.g., product providers, insurance companies) for product information and follow-upsMaintain ongoing communication with clients to build strong relationshipsFollow up on outstanding client documentation and ensure timely submission.Maintain up-to-date and accurate client records in CRM and other systems/portals.Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow.What we''re looking for2 + years experience working as a Client Services Officer within a financial planning firmSound understanding of the financial planning processExperience using Xplan, workflows, and tasksStrong attention to detail and time management skillsAbility to work well under pressure and prioritise your workloadBenefitsThis role offers a range of benefits designed to support your professional and personal well-being, including:Competitive Salary Package:Reflecting your skills, experience, and contributions.Professional Development Opportunities:Access to ongoing training, mentoring, and support for further qualifications.Positive Work Culture:A collaborative, inclusive environment that values innovation, teamwork, and employee care.Low Staff Turnover:Reflecting the organisations dedication to employee satisfaction and retention.Career Growth Potential:Clear pathways to expand your expertise and progress within the organisation.Health and Wellness Programs:Initiatives designed to support your physical and mental well-being.How to apply:Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.Please note, only shortlisted candidates will be contacted.#J-18808-Ljbffr
Job Title
Client Services Manager | Financial Planning