Alex Brown Strategic Financial Planners – Gawler East, SA
Are you an experienced financial planning professional who thrives in a client-focused role? At Alex Brown Strategic Financial Planners, we're looking for a motivated Client Services Manager to join our boutique practice and help us deliver an exceptional client experience.
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About Us
We are a small, family-owned business committed to providing personalised financial advice that makes a genuine difference in our clients' lives.
Being part of a boutique practice means you'll gain exposure to a wide variety of responsibilities, making your work both diverse and rewarding. Unlike larger firms, you won't be just a number – your contribution will have a real and lasting impact on our clients and our business.
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The Role
As a Client Services Manager, you'll support our advisers and ensure clients enjoy a seamless, high-quality experience. This role is ideal for someone with initiative, strong attention to detail, and a passion for service excellence.
Key responsibilities include:
* Managing client relationships with warmth and professionalism
* Coordinating and preparing client review meetings and documentation
* Liaising with product providers and following up applications, withdrawals, and transfers
* Maintaining compliance and accurate record-keeping
* Supporting advisers with strategy implementation and client follow-up
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About You
To succeed in this role, you will bring:
* At least 2 years' experience in financial planning client services
* Strong organisational skills with the ability to prioritise competing deadlines
* Excellent written and verbal communication skills
* A client-first mindset and proactive problem-solving approach
* A positive attitude and willingness to contribute to a close-knit team
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Why Join Us?
* Work directly alongside an experienced financial adviser and gain insight across the full financial planning process.
* Gain exposure to a wide variety of client situations – from SMSFs and insurance to retirement planning and Centrelink advice – keeping your work both interesting and rewarding.
* A supportive and friendly workplace where your efforts are recognised and valued.
* Opportunities to develop your skills and grow your career in financial planning support.
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How to Apply
If you're ready to take the next step in your financial planning career and want to be part of a team where your contribution truly matters, we'd love to hear from you.
Apply now via SEEK with your resume and a brief cover letter outlining why you'd be a great fit.
We are open to part-time applicants.