Navigate Advisory is a financial services firm dedicated to helping individuals and businesses make confident, informed financial decisions. Drawing on experience since 1992, the senior partners provide integrated Financial Advice, Business Advisory, Accounting, Lending, and Property services. Using the Great Life Framework, the team focuses on what matters most to clients, aligning financial strategies with personal goals and key life milestones.

Navigate Advisory works with business owners, professionals, medical specialists, and retirees, offering a unified approach that keeps clients organised, accountable, and progressing toward their version of a great life. Our purpose is to make a positive impact so our clients and our people can achieve their great life, and this role is central to delivering that promise.

The Opportunity

This is an opportunity to take on a central role in our client service team and have a direct impact on how clients experience Navigate. You will be the trusted link between advisers, clients and support teams, helping turn financial advice into organised, timely and well-executed outcomes.

You will be given meaningful ownership of client matters, broad exposure across review preparation, advice implementation and ongoing service, and the opportunity to build your technical capability while improving how work is delivered. The right person will be proactive, accurate and comfortable seeing a matter through from the first action to the final confirmation. You will work closely with experienced financial advisers and a collaborative support team in a business guided by Care, Integrity, Excellence and One Team.

Your Key Responsibilities

- Prepare complete and accurate client review files,



meeting agendas and supporting information before adviser meetings.
- Coordinate the implementation of approved financial advice and monitor applications, transactions and service requests through to completion.
- Act as a reliable point of contact for general client enquiries and provide clear, timely progress updates.
- Maintain accurate CRM records and compliant client files, including correspondence, file notes, signed documents and supporting evidence.
- Identify missing information, inconsistencies, risks and upcoming requirements before they create delays.
- Liaise confidently with advisers, clients, product providers, insurers, accountants, solicitors and other third parties.
- Escalate advice questions, complaints, errors and complex matters promptly, with a explicit summary.

Support process improvement, knowledge sharing and the development of junior team members.

Qualifications

- Strong client-facing skills, including Customer Service and Client Services capabilities, with a focus on building long-term relationships.
- Demonstrated commitment to Customer Satisfaction, with experience managing client feedback and resolving issues promptly.
- Solid Analytical Skills to interpret client information, support financial planning processes, and maintain accurate records.
- Excellent Communication skills, both written and verbal, to liaise effectively with clients, advisers, and internal teams.
- Ability to manage multiple priorities, maintain attention to detail, and work to deadlines in a structured, organised manner.
- Proficiency with CRM systems, financial planning product portals and websites, and Microsoft Office (especially Word, Excel, and Outlook).

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📌 Client Service Manager - Financial Planning (City of Sydney)
🏢 Navigate Advisory
📍 City of Sydney