Client Services Manager: Wealth Management, Broad Role

FS Recruitment Solutions is partnering with a well-established financial planning practice on St Kilda Road to recruit a Client Services Manager. In this role you will support experienced Financial Advisers, deliver high‑quality client service, and ensure the advice process runs efficiently and accurately.

Responsibilities include preparing review packs, onboarding new clients, managing portfolio transactions, and coordinating with platforms and product providers.

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