Client Services Lead - Financial Planning

Client Services Lead
Independent Financial Planning | Full-Time or Part-Time Opportunity

Are you an experienced Client Services professional looking for a role where your expertise will be valued, your contribution recognised, and your career supported?

This opportunity offers the chance to join a highly regarded independent financial planning practice that has built a strong reputation for delivering personalised, conflict-free advice and exceptional client service. With continued growth across the business, they are seeking an experienced Client Services professional to become a key member of the team and provide leadership within their client support function.

Whether you're currently leading a Client Services team or you're a senior Client Services professional ready to take the next step, this could be the opportunity you've been looking for.

Why This Opportunity Stands Out

Independent Advice Model
Join a business committed to providing genuinely independent, conflict-free financial advice. Their focus is on helping clients make informed financial decisions without the influence of product affiliations or sales targets.

Established & Supportive Team
Work alongside a highly experienced team with excellent staff retention and a collaborative culture. The business has built a reputation for supporting its people and creating an environment where team members can enjoy long-term careers.

Leadership Opportunity
Take on a senior position within the support team, acting as a trusted resource for colleagues while working closely with advisers and clients.

Flexible Working Arrangements
The business is open to both full-time and part-time applicants and recognises the importance of flexibility where possible.

Work-Life Balance
Enjoy a professional environment that values balance, with no overtime or weekend work and a culture that respects life outside the office.

About the Role

As Client Services Lead, you'll play a critical role in supporting advisers, coordinating client service activities, and ensuring a consistently high standard of service delivery across the business.

Working closely with advisers, directors and support staff, you'll help manage advice implementation, oversee key administrative processes, and contribute to the smooth day-to-day operation of the practice.

Key Responsibilities

• Provide day-to-day guidance and support to the Client Services team.

• Manage the implementation of financial advice recommendations and client applications.

• Prepare and review client documentation to ensure accuracy and compliance.

• Coordinate client meeting preparation and follow-up actions.

• Liaise with product providers and external stakeholders.

• Maintain accurate client records and workflow management systems.

• Support advisers with client servicing, workflow coordination and administrative requirements.

• Assist in driving consistent service standards across the support team.

About You

We're looking for an experienced financial planning support professional who enjoys delivering exceptional service and takes pride in the quality of their work.

The ideal candidate will possess:

• Previous experience within a Client Services, Practice Support or Financial Planning Administration role.

• A strong understanding of the financial planning process and advice implementation.

• Exceptional attention to detail and organisational skills.

• Strong written and verbal communication skills.

• The ability to manage competing priorities and deadlines effectively.

• Experience using Xplan (highly regarded but not essential)

Why Join This Business?

• Join a respected independent financial planning practice with a strong reputation for client outcomes.

• Be part of a stable, close-knit team with long-tenured staff and a positive culture.

• Work in a business that genuinely values its support staff and recognises their contribution.

• Enjoy flexibility with both full-time and part-time options available.

• Take on a senior role where your experience and ideas can make a meaningful impact.

• Build your career within a quality advice practice focused on long-term relationships rather than sales targets.

Express Your Interest

If you're looking to join a high-quality financial planning practice where people genuinely enjoy coming to work, we'd love to hear from you.

For a confidential discussion, contact Ben Stokes at ***@Bostonstanley.com or click the "Apply Now" button below.

About Boston Stanley

Boston Stanley are specialist recruiters within Financial Planning and Wealth Management. We partner with high-quality advice businesses across Australia to identify exceptional talent across adviser, paraplanning and client services functions.