Description

An exciting opportunity exists for an experienced Client Service Manager to join a successful boutique financial planning practice and provide exceptional support to the Principal Financial Adviser.About the Practice Established in 2008, our client, is an independent boutique financial planning practice dedicated to providing strategic, personalised financial advice to individuals, families and business owners.At this financial planning practice,  technical excellence is matched by a genuine commitment to long-term client relationships. The practice ensures every client receives personalised advice, responsive service and ongoing strategic guidance tailored to their individual circumstances.Today, our client has earned a reputation for integrity, technical excellence and trusted advice, with the majority of new clients introduced through referrals from existing clients and professional relationships—a reflection of the confidence clients place in the practice and the lasting relationships built over many years. About the Role This is a varied and rewarding role that will see you working closely with the Principal Adviser and Manager Financial Planning to deliver an exceptional client experience.You will be responsible for supporting both new and existing clients while managing the administration and implementation of financial advice from commencement through to completion. Key ResponsibilitiesDeliver a professional and welcoming experience for clients, both in person and over the telephone.Coordinate client appointments and manage adviser diaries.Prepare client review documentation and meeting packs.Prepare Statement of Advice (SOA) documentation for presentation meetings.Implement financial advice recommendations accurately and efficiently.Prepare documentation and information required for client meetings.Maintain accurate client records within Compass/Xplan.Prepare client applications, forms and service agreements.Liaise with product providers, superannuation funds and investment platforms.Initiate and manage client communications throughout the advice process.Monitor workflows to ensure service standards and turnaround times are achieved.Assist with compliance and practice administration requirements.Identify opportunities to improve systems and business processes.About You To be successful in this role you will have:3-5 years' experience in a Client Service, Practice Support or Client Relationship role within a financial planning practice.A sound understanding of financial planning administration and advice implementation processes.Experience using Xplan and/or Compass.Excellent organisational skills with exceptional attention to detail.Strong communication and interpersonal skills.The ability to prioritise work, meet deadlines and manage multiple tasks.Intermediate Microsoft Office skills including Word, Excel and Outlook.A positive, professional and friendly approach with a genuine commitment to outstanding client service.High levels of integrity, discretion and confidentiality.What We Offer This is an excellent opportunity to become an integral member of a respected boutique financial planning practice where quality advice and exceptional client service are at the heart of everything we do.In return, we offer:Competitive salary of $75,000-$80,000 FTE plus superannuation (commensurate with experience).Modern, well-appointed offices on Adelaide's eastern city fringe.Free, onsite parking.A supportive, collaborative and professional team environment.Ongoing professional development and career growth within a growing practice.Permanent, part-time (30 hours per week)Apply If you are an organised, proactive professional who enjoys working in a client-focused environment and would like to be part of a high-quality financial planning practice, we would love to hear from you.For a confidential discussion, please contact Angela Birk on 08 •••• •402, or submit your cover letter and current resume to ••••@ozglobalrecruitment.com.au