Job Title

Our client is a wellestablished and expanding independent advisory firm with a strong national presence. Known for their ethical values, highcalibre advice, and lasting client relationships, they continue to grow steadily across all market conditions.As part of this growth, the firm is looking to appoint a Client Service Manager to support one of their senior financial advisers. This role is ideal for someone with proven experience in a financial planning environment who''s looking to deepen their expertise, contribute to a dynamic team, and grow within a business that prioritises career development and flexibility.What You Can ExpectProfessional Growth: Ongoing training, mentorship, and a clearly defined development pathway.Work-Life Balance: Hybrid working environment with the flexibility to work from home part of the week.Career Progression: Be part of a business that actively supports internal advancement and invests in its team.Key ResponsibilitiesManage client files and ensure smooth administrative workflowsLiaise directly with clients and advisers to support daily operationsPrepare SOA documentation in collaboration with paraplannersEnsure strict compliance with regulatory and licensee standardsSubmit and follow up on documentation with product providersHandle client queries promptly and professionallyAssist in the implementation of advice and provide ongoing service supportAbout YouMinimum 12 months of experience in a financial planning support role is essentialSolid understanding of advice processes and client service deliveryFamiliarity with Xplan (preferred, not essential)Exceptional attention to detail and strong organisational skillsProfessional, clientcentric communicatorTeamoriented, dependable, and proactiveWhat''s on OfferSalary: $80,000 $100,000 + Super + Bonus (based on experience)Flexibility: Hybrid work model from a Sydney CBD baseDevelopment: Structured onboarding, training, and mentoringProgression: Genuine longterm career opportunities in a growing firmApply now or contact James on 0451 831 861 for a confidential discussion.#J-18808-Ljbffr