Client Services Manager

_{05th November, 2026}

The Role
Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients.

Responsibilities:

• Assist with client service, implementation and administrative functions. 
• Build strong client relationships.
• Meet and Greet clients upon arrival and be the first point of contact for all customer enquiries. 
• Assist with onboarding new clients and assist with any ongoing management.
• Contribute ideas/suggestions during team meetings and one-on-one with the management team.
• Assist in month reporting and any ongoing compliance requirements. 
• Provide ongoing support to financial planners and other members of the support team

• Currently studying or completed financial planning qualifications
• Investment products knowledge
• Strong analytical and problem-solving skills
• Attention to detail