Client Services Manager

About the role
This role supports a high performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders across the business.

This role offers strong exposure to the full advice process and is well suited to someone looking to progress into paraplanning, a Professional Year (PY) pathway, or a senior support position.

Key responsibilities:

• Manage client service delivery from review preparation through to implementation
• Maintain strong client relationships 
• Coordinate workflows, deadlines, and follow-ups 
• Support advisers and assist with strategy development
• Maintain accurate client records and compliance processes in Xplan
• Collaborate with advisers and paraplanners to ensure timely delivery
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