Account Manager / Client Services Officer – Financial Planning
- Hybrid client services and account management opportunity
- Join a supportive boutique financial planning team
- Build strong client relationships and grow your advice skills
Support advisers and clients in a growing financial planning business. Build your expertise while delivering exceptional client outcomes in a collaborative team environment.
My client is seeking an experienced Client Services Officer, Account Manager, or Financial Planning professional to join their established advice practice. This is a fantastic opportunity to combine client relationship management with advice support responsibilities while gaining exposure to a broad range of financial planning strategies.
Working closely with experienced advisers and a supportive team, you’ll play a key role in delivering outstanding client service, managing ongoing relationships, and contributing to the continued growth of the business.
Who will you be working with?
You’ll be joining a well-established boutique financial planning practice with a strong reputation for personalised advice and exceptional client service. With a genuine focus on long-term relationships, they help individuals and families achieve greater financial confidence and security.
The team is collaborative, professional, and committed to continuous improvement. With supportive leadership and a strong focus on employee development, this is an environment where your contribution will be valued and your career can continue to grow.
What are the benefits?
- Supportive and collaborative team culture
- Exposure to a diverse range of financial planning strategies
- Career development and ongoing learning opportunities
- Work closely with experienced advisers and industry professionals
- Stable and growing business with long-term opportunities
- Convenient location with onsite parking and public transport access
What will you be doing?
- Build and maintain strong client relationships through regular communication
- Coordinate client review meetings and ongoing service activities
- Assist with client onboarding and maintaining accurate records
- Support advisers with advice documentation and implementation processes
- Liaise with product providers, insurers, and external stakeholders
- Assist with workflow management, compliance processes, and business improvements
What do you need?
- Previous experience within financial planning, client services, or account management
- Understanding of financial planning products and advice processes
- Strong organisational skills with excellent attention to detail
- Exceptional communication and relationship-building abilities
- Experience using financial planning software and CRM systems such as Xplan
- Proactive approach with the ability to manage competing priorities
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Sarah Roberts on 0468 022 388.
At Fuse, we specialise in recruitment for the Financial Services and Wealth Industry and actively source for a broad range of established clients. If you are a mortgage broking, financial advisors, or financial services professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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