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 Adamstown office with parking available for those that prefer to drive to work. This is a role for a Client Service Administrator 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. You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.
Responsibilities
- Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
- 1-1 support for the financial adviser with access to the offshore team
- Implement financial advice recommendations and prepare documentation
- Manage and coordinate documentation, compliance requirements, and client records
- Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
- Liaise with third party product providers, super funds insurance and clients
Experience
- 2+ years experience in financial planning
- XPLAN experience is highly regarded
- Strong organisational and communication skills with a client-first mindset
- Ability to manage competing priorities while maintaining quality and compliance standards
Benefits
- Flexible working arrangements and WFH Options
- Great culture and advisers to work with
- Ample career progression opportunities - open to support PY
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Client Service Manager - Boutique Advice Firm in Newcastle 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.
