Our clients are an established financial planning firm with a strong team-oriented culture. There is a genuine commitment to a healthy working environment, where they value a balance as much as the focus on results.
This opportunity will be based in the Adelaide CBD office conveniently located near public transport with parking available.
This is a role for a Client Service Manager who is comfortable working right across the advice process. Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.
This role will be supporting one adviser so you will be able to focus on high quality low volume workloads.
Responsibilities
- Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
- Manage and coordinate documentation, compliance requirements, and client records
- Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
- Drive continuous improvement in team processes and service delivery standard
Experience
- Must have 2+ years experience in financial planning
- Strong organisational and communication skills with a client-first mindset
- Ability to manage competing priorities while maintaining quality and compliance standards
- XPLAN experience is highly regarded
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Client Service Manager - Financial Planning in Adelaide employer: CANDOR Recruitment
Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.
