Financial Planning Client Services Manager - Part-time

Why are we here? 

At Rethink, we’re creating a different future for our industry. We strive to look for growth, not just in wealth, but in people. We believe the most precious asset we can invest in is ourselves. When people thrive from the inside-out, they begin to prosper – not the other way around. 

Our purpose as a company is to create a more authentic and engaged society for ourselves and others. We’re here to plant the seed of abundance, and permit everyone we work with, the confidence and capacity to come alive and grow into the best version of themselves they can. 

We have relationships, we don’t just tick boxes. We are a part of a greater collective of people in the world who believe in doing business differently. 

Purpose of this Role 

An integral part of delivering the high standard of personalised services to our boutique client base. At Rethink Financial Planning, the role of Client Services Manager (CSM) is a highly regarded role within our team and by our clients. You are often the first point of contact for our clients and the critical conduit between our team and our collective team of hand chosen specialists in delivering ongoing support to our clients. 

Our CSM’s have a philosophy of ‘we are here to support, simplify and resolve in our client interactions.’

What will your Typical Responsibilities look like in this Role? 

Whilst we expect all our team members to roll up their sleeves and help out when needed, below are some specific aspects of your role for which you will be responsible: 

A guide of what this may include 

Responsibility Area: Client Services 

  • Contacting clients to schedule review meetings

  • Preparing documentation for client meetings; new and reoccurring

  • Managing and updating client files within our CRM, XPlan

  • Generate Fee For Advice invoicing for FP clients

  • Attend client meetings with our advisers to complete insurance applications

  • Complete updates and changes to clients superannuation, insurance & investments as a result of the outcomes of client meetings

  • Complete the induction process for new clients

  • Conduct insurance research by contacting insurers and via Risk Researcher in XPlan and generate necessary insurance quotes & comparisons for existing and new clients

  • Complete insurance applications & implementation including following up the application with Insurers and proactively updating clients of the progress

  • Manage the insurance claim process on behalf of the client

  • Complete super research using external resources & comparisons using Wealthsolver in XPlan

  • Complete investment switches

  • Print & prepare SoA’s and RoA’s for client meetings

  • Implementing SoA’s and RoA’s for clients with a very high level of accuracy and attention to detail

  • Implementing SMSF establishments

 Responsibility Area: General duties 

  • Complete paperwork for clients

  • Complete super and investment application forms

  • Providing central point of contact for clients requiring information and support

  • General administrative support to the FP team

  • Liaise with Insurers and superannuation providers on behalf of advisers and clients

  • Printing and preparing documentation for client meetings

  • Liaise with external paraplanning provider

  • Manage Policy & Procedures; update current policies and create new policies as required

Responsibility Area: Team Participation 

  • Attend weekly FP meetings

  • Attending scheduled coaching

  • Attend suitable network & industry functions, events & training

  • Participate in meetings with businesses with which we collaborate in support of our clients outcomes

What drives you in this role 

Here’s a taste of the motivators that will drive you to be successful in this role: 

  • Being part of a family. We have no egos, we support each other and our clients to grow. We don’t believe in islands – we work in collaboration to make everything we do greater as we believe that collaboration is key to our team & clients successes.

  • You love being accountable to self – working with a genuinely positive attitude and without regular supervision

  • At the same time, you know when to ask for help. This is all about being part of the family; acknowledging when you don’t know and being willing to ask for support to learn and grow.

  • You will take every chance to look for solutions, not problems. You want to continue to build, shift, explore and expand our movement – we are not a finished piece, we will always need to shift and grow, for and with our clients. That’s why you’re hungry to see things differently, taking the opportunity to grow people through our belief in how to do business differently.

  • You also want to continue to build and develop yourself. You love learning new things, new ways of doing things, and sharing this across the team, our clients and even in your own personal life.

  • You believe in our us; how we do what we do; not just our products and services.

  • You have a burning desire to contribute and be part of the movement; you want to take the blinkers off and think differently, create something meaningful.

  • You love working towards goals; goals don’t restrain you, they drive you.

  • You love being organised and planning ahead. When you’re working with the team, or with clients, you’re pre-empting what you need to enable them to achieve their

Some of our minimum expectations for skills, experience and qualifications

The right person for this role will bring the following to the Rethink family:

  • A minimum of 4 years experience in a similar role with a genuine interest in the financial services industry.

  • Diploma of Financial Planning desirable.

  • Advanced Diploma of Financial Planning essential.

  • Exceptional communication skills within our team, with our providers & insurers, as well as our collaborative of specialists is a must; email, telephone and in person.

  • A proactive attitude to a client’s experience is essential.

  • A communication style which is tailored, engaging and warm, enabling the Rethink family to live and breathe our way of doing business.

  • Proficiency with XPlan is essential.

  • Experience in SMSF setup is desirable.

  • An ability to effectively relay client data, objectives and outcomes to our external paraplanning resource to ensure they can efficiently create our SoA’s and RoA’s.

This isn't about career progression it's about career evolution in the changing face of the financial services industry.

How to apply

For a confidential conversation regarding this opportunity, including a desire to understand the role in more detail or the flexibility of the position, call Cassandra on 4962 4440, or send your resume to

Applications close Monday 8 July, 2019