Navigate Wealth is an established self licenced Boutique Financial Planning practice with a strong ethical and client centric approach to providing advice.

Working with a team of experienced professionals you will be the key client services point of contact for our small but high value clients. There is the possibility to work from home in a hybrid manner and there is the flexibility of starting later and finishing earlier for great work/life balance for those raising children.

Responsibilities

- Main point of contact for our clients
- Driving all the advice annual reviews and implementations for existing and new clients for super, investments, insurance and family office services
- Manage ongoing compliance requirements including consent forms and assisting the Director to implement changes from compliance or legislative changes




- Enhance the CRM and generate reports from our CRM to assist in the effective running of the practice
- Our practice is growing, so there is an opportunity to step into more of a practice management role as it grows and the team expands.

Experience

- 2+ years as a Client Services Manager within a Financial planning firm
- Adviser Logic experience highly regarded
- Exception organisational, communication and interpersonal skills
- Strong attention to detail and commitment to standard operating processes
- Experienced in and passionate about systems/processes improvements
- Diploma, Advanced Diploma or degree in Financial planning or commerce related fields highly regarded.

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📌 Client Services Manager (Sydney)
🏢 Navigate Wealth
📍 Sydney