Client Services Manager - Financial Planning (014-712)

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: A well-established financial advisory firm based in Australia that provides tailored wealth management and financial planning services. The business works closely with individuals and families to help them build, protect, and manage their financial future through structured advice, long-term planning, and ongoing client relationships.

Role Overview: We’re looking for a detail-oriented and proactive Client Services Manager to support the day-to-day operations of a financial planning practice.

This role is critical in ensuring a smooth client experience, from preparing documentation and managing records to implementing advice after approval. You’ll work closely with advisers and play a key role in maintaining accurate client data, handling communications, and ensuring compliance requirements are met.

Key Responsibilities

• Prepare and maintain accurate client files within CRM systems (e.g., Xplan).
• Manage fact finds and organize client documentation.
• Prepare meeting packs for client appointments.
• Follow up on outstanding documents and requirements.
• Handle client correspondence in a professional and timely manner.
• Assist with the implementation of advice following Statement of Advice (SOA) approval.
• Ensure all records are compliant and up to date.

Required Skills and Qualifications

• Minimum 3 years of experience in a Client Services Admin or similar role.
• At least 3 years of experience with financial planning strategy implementation.
• Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
• Proficient in Wrap platform administration (i.e., North and Expand)
• Strong understanding of financial planning processes and documentation.
• Excellent written and verbal English communication skills.
• High attention to detail and strong organizational skills.
• Ability to manage multiple tasks and meet deadlines independently.
• Financial Planning or related certification/s are highly desirable.

Work Arrangement & Expectations

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to

Disclose any existing ongoing roles or client work

Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

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At Hunt St we help Australian companies directly hire top 5% remote talent in the Philippines. You will be hired directly by the client, typically as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.