We’re Hiring: Technical Client Manager (Advice & Implementation) – Canberra City, ACT Phillips Wealth Partners, a leading Australian holistic financial planning firm, is seeking a detail-oriented Technical Client Manager to join our Canberra team. This role blends client-facing communication with paraplanning and operational support, ensuring accurate, compliant, and timely implementation of financial advice. What You’ll Do: Implement superannuation, investment, and retirement strategies per SOAs/ROAs. Support advisers with paraplanning, including ROAs, simple SOAs, cashflow modelling, and research. Coordinate the annual review cycle and maintain audit-ready documentation. Act as a key point of contact for client enquiries, ensuring high-quality service and relationship management. Maintain CRM and financial planning software (Adviser Logic preferred) to compliance standards. What We Offer: Competitive salary $100K Super Bonus Work in a supportive, close-knit team with exposure to complex financial strategies Career growth toward advanced paraplanning or associate adviser roles with ongoing CPD & training Modern tech stack and defined processes that respect your time and accuracy Who We’re Looking For: Hands-on experience in advice implementation, paraplanning, or client services Strong knowledge of Australian superannuation, investments, and managed accounts Familiarity with BT Panorama, Macquarie Wrap, and financial planning software Excellent organisation, attention to detail, and professional communication skills Eligible to work in Australia How to Apply: Send your CV and a brief cover letter outlining your relevant experience. Shortlisted candidates may be asked to complete a short technical task. Phillips Wealth Partners is an equal opportunity employer and values diversity and inclusion.
