- Full-time or choose school hours / 4 day week.
- Leadership role working directly with Financial Adviser
- Stable boutique firm with strong systems and client base
- Lead client experience. Be the Adviser’s trusted right hand.
About the Company
Join a respected boutique financial planning firm with a 30-year reputation for delivering high-quality advice across wealth, SMSF, estate planning, and retirement strategies. This is a pivotal leadership role where you will manage client services, oversee support staff, and ensure seamless delivery of financial advice.
About the Role
You will act as the central coordination point between clients, the Financial Adviser, paraplanners, and support team. You will oversee client onboarding, implementation of advice, review scheduling, and practice management, ensuring exceptional client experience and operational efficiency.
About You
You are proactive, detail-oriented, and passionate about delivering exceptional client service. You thrive in a leadership support role and enjoy improving processes and team efficiency.
Key Responsibilities
- Manage client enquiries and maintain strong relationships
- Oversee onboarding, reviews, and advice implementation
- Coordinate team and daily workflow priorities
- Ensure compliance, file integrity, and Xplan accuracy
- Liaise with providers, advisers, and internal team
Skills & Experience
- Experience in financial planning client services
- Strong knowledge of advice implementation processes
- Proficiency in Xplan or similar planning software
- Understanding of compliance and regulatory standards
- Excellent communication and organizational skills
- Australian Citizen or with Permanent Residency
