Job Title

Bartons is a boutique Chartered Accounting and Wealth Advisory firm delivering fully integrated services across Business Advisory, Tax, Wealth Management, Risk Protection, and Lending. We pride ourselves on our commitment to three core pillars: our clients, our people, and our community. These values guide everything we do and have shaped our reputation for excellence and care. We are seeking a motivated Client Services Manager / Associate to join our Financial Planning division. This role suits either an experienced Client Services Manager ready to broaden their strategic responsibilities, or a Paraplanner who excels in strategy development and client interaction but prefers not to become a financial advisor. Youll play a pivotal part in the preparation, delivery, and implementation of high-quality financial advice. For those aspiring to become licensed advisors, we also offer a structured two-year pathway into the Financial Planning Professional Year (PY), complete with mentoring and practical project experience. Convenient Location Easy access means youll skip costly CBD parking fees and long commutes. Career & Impact Shape how we design and deliver financial strategies. Were large enough to offer robust systems and support, yet small enough for your ideas to directly influence our processes and client outcomes. Two-Year PY Pathway (optional) If youre interested in becoming a Financial Advisor, we provide a pathway into the Professional Year program, including mentorship and study support. Tailored Training & Development Advance your skills with guidance from Financial Advisors, Senior Paraplanners, and specialists across lending, tax, and SMSF administration. Well collaborate on a development plan targeted to your career goals. Collaborative Culture The Bartons team gets together regularly to eat, drink, and laugh. We have a structured events calendar and often feature products from our clients, including wineries and distilleries. Great Coffee and Snacks Fuel your workday with great coffee and a wellstocked fruit bowl in a space designed for both focus and collaboration. Key Responsibilities Serve as the primary contact for client enquiries and coordination Deliver exceptional service in support of Financial Advisors Prioritise and manage daily workflows for one or more advisors Complete paraplanning requests: research, draft Statements of Advice (SoAs), and assemble client review packs Prepare RoAs Perform preliminary strategy work: model scenarios, generate projections, and analyse outcomes Apply insurance needs analysis methodologies and generate quotes Implement advice documents (SoAs, RoAs) with precision and compliance Maintain accurate, compliant, and up-to-date client files and records Collaborate closely with the paraplanning team What You Bring Required Experience & Skills 15 years in financial planning paraplanning or financial planning client services roles Strong organisational skills and the ability to manage competing priorities Intermediate to advanced proficiency in financial modelling and strategy tools Familiarity with insurance needs analysis and quote generation systems Exceptional attention to detail and dedication to quality Excellent written and verbal communication skills Proactive, client-focused mindset and collaborative approach Desirable (but not essential) Proficiency with Xplan or similar financial planning software Experience with SelfManaged Super Funds (SMSFs) Deep understanding of superannuation, investments, and insurance products from both administrative and analytical perspectives If youre passionate about financial planning support and eager to expand your strategic impact wed love to hear from you. To Apply Please submit your resume and a brief cover letter outlining your relevant experience and what you can contribute to our team. Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years experience do you have in the financial services industry? Have you completed a qualification in financial planning? #J-18808-Ljbffr