At a Glance
- Tasks: Manage client onboarding, support advisers, and ensure smooth implementation of financial strategies.
- Company: Dynamic financial planning practice with a focus on client success.
- Benefits: Flexible hours, generous leave, and a supportive work environment.
- Other info: Work from home options and a culture that values trust and flexibility.
- Why this job: Join a team where you can grow into paraplanning and make a real impact.
- Qualifications: Experience in client services or adviser support, strong communication skills.
The predicted salary is between 75000 - 85000 $ per year.
The role
This is a Client Services Manager position at the centre of our advice process.
You'll work closely with the advice and support team to manage clients from onboarding through to ongoing review — keeping everything moving, well-documented, and properly implemented.
If you have an interest in developing into paraplanning, you'll be given every opportunity to do so.
Our current paraplanner started in exactly this role.
- What you'll be doing
- Onboarding new clients and coordinating initial data gathering
- Supporting the adviser through the strategy and advice preparation process
- Managing implementation across superannuation, investments, and structures
- Liaising with product providers and platforms to progress client matters
- Coordinating client reviews and managing follow-through on action items
- Maintaining accurate records and CRM updates across all client files
- Contributing to process improvement as the practice continues to evolve
What we're looking for
- Experience as a CSM or in an adviser support role within a financial planning practice
- Solid understanding of advice processes, product platforms, and compliance documentation
- Comfortable working across multiple platforms with Word and Excel as primary tools
- Genuinely comfortable with AI tools — we use them actively and that will grow
- RG146 compliant or working towards it (optional but will help)
- Strong written communication, highly organised, and able to manage competing priorities independently
- The flexibility
We're after the right person.
We're open to school hours across four or five days, full time or part time, work from home or hybrid.
Sydney-based candidates are preferred, but we'll consider the right person outside Sydney.
We also offer above-award leave: 4 weeks annual leave, 2 weeks personal leave, your birthday off, study leave, and typically 2–3 additional discretionary days through the year to give you extra long weekends.
All up, that's close to 7 weeks of leave annually.
Some of our team go for a run in the afternoon, others handle personal commitments during the day.
We don't watch the clock — we trust you to get the job done.
$75,000 – $85,000 + super, depending on experience.
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Client Services Manager in Sydney employer: Financial Spectrum - Financial Planners Sydney
As a Client Services Manager with us, you'll thrive in a supportive and flexible work environment that prioritises your well-being and professional growth. With generous leave entitlements, including nearly 7 weeks off annually, and the opportunity to develop into paraplanning, we foster a culture of trust and autonomy, allowing you to balance personal commitments while delivering exceptional client service. Join our Sydney-based team and be part of a dynamic practice that values innovation and collaboration.
Contact Details:
Financial Spectrum - Financial Planners Sydney Recruitment Team
