Job Description Bring your financial services administration experience to a growing and supportive team Enjoy a collaborative culture with excellent employee benefits Additional paid leave over the Christmas & New Year period Are you an experienced Client Services professional within Financial Planning or Wealth Management looking for your next opportunity? Our client is seeking a proactive and detail-oriented Client Service Manager to join their established Financial Planning administration team in Newcastle CBD. This is an excellent opportunity to work within a professional and supportive environment where your contribution is genuinely valued. About the opportunity Our client is seeking an enthusiastic and experienced Client Service Manager to join their Financial Planning administration team. Based in Newcastle’s CBD, this firm takes a holistic approach to supporting private clients in achieving their financial goals. They deliver a suite of financial services to valued clients across the country and are proud to foster a collaborative and professional team culture. This is a hands-on, fast-paced role where you’ll provide administrative support to multiple Financial Advisers, while enjoying a structured workflow and well-established processes. You’ll draw on your strong compliance knowledge, attention to detail, and client service skills to make a meaningful contribution to both the team and the clients you support. You’ll be part of a workplace that values teamwork, ongoing learning, and development, and you’ll enjoy the chance to grow in your career while working alongside industry professionals. Key responsibilities include: Maintain accurate and compliant client records Prepare and coordinate documentation for client and adviser review meetings Assist Financial Advisers with implementing client recommendations Prepare and manage ongoing service agreements Update and maintain client information across CRM systems and internal platforms Ensure all administrative processes are completed efficiently and within compliance requirements What we’re looking for: Minimum 2 years’ experience in a client service admin position, with experience in a financial planning firm being highly regarded Strong compliance focus and attention to detail Analytical mindset with critical thinking and problem-solving ability Proficiency in Microsoft Office and client CRM’s Strong written and verbal communication skills Organised with effective time management and the ability to meet deadlines The benefits: This role offers the chance to work for a supportive and professional employer in a welcoming Newcastle CBD office. You’ll enjoy opportunities for professional development and upskilling, paid parking, well-structured workflows, optional team-building and social events, and additional leave entitlements all designed to help you thrive in your role and grow your career! Why this role? If you’re an experienced client service professional looking for a hands-on, collaborative environment where you can make a real impact supporting Financial Planners and their clients, this is an exciting opportunity to join a growing team and take the next step in your career. How to apply To learn more about key responsibilities, company culture and associated benefits of this opportunity, please contact Olivia Evans today on 02 4927 2025 for a confidential discussion. Alternatively, click " Apply " to submit your covering letter and CV. Interviews will commence immediately, so don’t wait to apply! At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us. Apply for this job
