We're Hiring: Client Services Manager (Financial Planning)
Based in Burswood, this is a fantastic opportunity to join a growing financial planning firm that truly values client relationships and team culture.
We're open to full‐time or part‐time candidates — flexibility for the right person.
Key Responsibilities:
* Deliver exceptional client service and be the first point of contact for clients
* Manage client portfolios, including onboarding, documentation, and ongoing reviews
* Provide end‐to‐end administrative support to financial advisers, ensuring smooth operations
What We're Looking For:
* Experience in financial planning / wealth management (essential)
* Strong attention to detail and ability to manage multiple priorities
* A proactive, client‐first mindset with excellent communication skills
If you're someone who thrives in a fast‐paced environment and takes pride in delivering a premium client experience — this could be the role for you.
Apply now or reach out for a confidential chat.
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