Client Service Manager – Financial Planning, Xplan

A financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...

A financial planning firm in Gold Coast is seeking an experienced client service professional to support Financial Planners and manage client queries. The ideal candidate will have 2-3 years of experience in the financial sector, excellent communication skills, and familiarity with Xplan. This role not only offers professional development but also the...

A boutique financial planning firm in Melbourne is seeking an experienced Client Services Manager to support their dynamic team. The role involves maintaining the X-Plan database, managing client reviews, and providing service support. Candidates should have at least 5 years of financial planning administration experience and 2 years with XPLAN. This...

This role will suit an experienced client service or administration professional seeking to further develop a career in the Financial Advice sector. Gold Coast - work close to home Mature Financial Planning business Xplan Skills highly valued Client Centric advice focussed Learn from best! Variety, mentoring and growth position. A fantastic opportunity has...

A global consulting firm is seeking a Client Services Manager in Sydney. This hybrid role requires at least three days a week in the office. Responsibilities include acting as a liaison between clients and advisors, preparing financial documents, and ensuring compliance. Candidates should have a minimum of 2 years in financial planning and proficiency in...

We're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working...

Get AI-powered advice on this job and more exclusive features. The Andersen Partnership provided pay range This range is provided by The Andersen Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$75,000.00/yr - A$87,500.00/yr Direct message the job poster from The Andersen...

Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...

The Role As a Senior Client Service Officer, you will play a critical role in ensuring operational excellence across the business. Working closely with Advisers, the Team Leader, and Compliance & Investment Managers, you will manage sophisticated client, compliance, and investment service activities. You will also act as a mentor to junior team members,...

Based in Malvern 3144, Maddern Financial Advisers provide specialised focus and integrated financial advice to small‑medium business owners and successful career professionals. We hold our own AFSL and are a fee‑for‑service business. Our well‑established firm has a great team culture and has won several awards over the years. Our loyal client base is...