Client Services Manager (Financial Planning) — Fully Remote (Australia) Add expected salary to your profile for insightsOwn delivery standards, workflow discipline, and the day‐to‐day operating rhythm across a growing advice practice.You'll lead a7–9 person client service + para-planning support team, run a tightWIP/capacity cadence, and keep the client experience proactive, accurate and consistent as we scale.Fenton Financial is a growing Australian financial advice business supporting business owners and property investors with holistic, strategy‐led advice. We're a team of 14 with 4 advisers and a dedicated client service + paraplanning function. Our business is built for remote delivery, powered by strong systems, a great network, and a performance‐based culture.We're onboarding around14 new clients per monthand need a Client Services Manager who can bring structure, pace and accountability to keep service delivery smooth as we grow.The Opportunity This is aplayer‐coachrole: roughly20–30% hands‐on delivery supportand70–80% leadership + workflow control. You'll directly manage7–9 team membersand work closely with our Operations Manager and advisers to tighten capacity planning, reduce WIP blowouts, and lift execution quality across the full client journey.You'll also be client‐facing when needed — setting expectations, handling escalations, and ensuring our clients experience prompt, accurate delivery every time.What You'll Be Responsible For 1) Lead delivery standards, structure and team performance Lead and coach the team across client service and paraplanning support to deliver work efficiently and on time.Establish and maintain delivery standards: turnaround times, QA checks, escalation pathways.Run a consistent operating rhythm: WIP reviews, activity reporting, prioritisation, and capacity planning.Build capability across the team so we reduce key‐person risk and improve flexibility ("everyone can implement").Maintain strong documentation hygiene and compliance‐friendly records.2) Own workflow execution (WIP, capacity, bottlenecks) Monitor and manage workflow pipelines, resourcing and bottlenecks.Drive visibility and accountability so nothing slips through the cracks.Improve handovers between advisers, paraplanners, and client service.Strengthen workflow discipline so deliverables are timely, complete, and audit‐ready.Ensure the client experience is proactive, professional and consistent.Manage service escalations calmly and fast, with clear client communication.Support advisers by keeping execution, follow‐up and implementation tight.4) Hands‐on contribution (20–30%) Step in to clear priority work during peaks / deadlines when required.Lead by example on quality, pace and communication.Tech Stack (Must be confident) Must have:Xplan (strong working knowledge)Proven experience running workflow discipline and reporting in a tech‐enabled advice practiceHighly regarded / used in our environment:Acuity SchedulingMyProsperityXeroWhat We're Looking For (Non‐Negotiables)Demonstrated people leadership in anAustralian financial advice / AFSLenvironment (coaching, accountability, performance rhythms)Strong understanding of advice delivery workflows: onboarding, SOA/ROA, implementation, reviews, authorities, platform/insurance processesCapability in capacity planning, prioritisation, and managing WIP under pressureHigh attention to detail and strong written communicationOwnership mindset — you take responsibility, simplify complexity, and get outcomesWhat You'll Get Fully remoteanywhere in Australia.Flexible hours(outcomes‐based environment; we care about delivery standards and client experience).A highly templated, systemised business — with the scope to refine and scale delivery further.A role with real influence across service quality, team performance and client experience.How to Apply Along with your CV, include a short note covering:the size of the team you've led,which advice workflows you've owned (SOA/ROA, implementation, reviews), andone example of how you improved turnaround time, quality, or reduced WIP.Your application will include the following questions:Do you have experience in a role which requires relationship management experience?How many years of taxation experience do you have?What's the highest level of the Chartered Financial Analyst (CFA) qualification that you have completed?Which of the following statements best describes your right to work in Australia?How many years of accounting experience do you have?How many years' experience do you have as a financial adviser?How many years' experience do you have as a financial planner?How many years' experience do you have in a wealth management?#J-18808-Ljbffr