Client Services Manager (Financial Planning) - Best Culture In The Industry-

Client Services Manager (Financial Planning) - Best Culture In The Industry? Add expected salary to your profile for insights

This is an opportunity for an established Client Services Manager who wants more than just process management — it’s a chance to influence, lead and elevate the client experience within a well-regarded, international financial planning firm. You’ll be empowered to refine systems, develop people, and contribute meaningfully to the firm’s continued growth.

Why This Opportunity Stands Out

Award-Winning Employer : As the winner of the

2024 Employer of the Year (IFA Awards) , you’ll be joining a practice that truly values its team and fosters a positive, collaborative work culture.

Generous Leave Entitlement : Receive an additional day of leave for each year of service (up to 5 years), company sponsored leave over the Christmas closure period and your birthday off.

Competitive Salary & Bonus : Receive a generous annual salary with performance-based bonus incentives to reward your hard work.

Flexible Work Arrangements : Benefit from flexibility with regards to work arrangements and schedule, ensuring a healthy work-life balance. The business actively encourages flexibility as appropriate to suit your needs.

About the Role As a Client Services Manager, you’ll play a pivotal leadership role within the firm’s client support function. You will lead and mentor the client services team, ensuring smooth, efficient operations and a consistently high standard of service delivery across the business.

Key Responsibilities

Lead, mentor and develop the client services team to ensure a high-performing, client-focused culture.

Oversee end-to-end client service processes, ensuring accuracy, compliance and timely delivery of advice implementation.

Review and improve internal workflows, systems and service standards to enhance operational efficiency.

Act as a senior point of contact for clients, managing complex queries and strengthening long-term relationships.

Partner closely with advisers to understand advice strategies and ensure efficient and accurate implementation.

Oversee preparation and processing of client documentation and maintain high-quality record management systems.

Manage and maintain client databases, ensuring data integrity and compliance requirements are met.

About You We’re seeking a proactive, organised and people-focused Client Services professional who enjoys leading others and driving service excellence. The ideal candidate will have:

A demonstrated track record of client services experience

Strong knowledge across superannuation, investments and/or insurance.

Proven ability to lead, mentor or supervise a support team.

Excellent communication skills (verbal and written) with the confidence to engage directly with clients and advisers.

A strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Experience with XPlan (highly advantageous).

Express Your Interest If you’re ready to step into a visible leadership role where your experience will be valued and your impact felt across the business, we’d welcome a confidential conversation.

About Boston Stanley Boston Stanley are executive search specialists working within the Financial Planning sector. We provide comprehensive talent acquisition for market leading companies.

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