Job Description
Navigate Wealth is an established self licenced Boutique Financial Planning practice with a solid ethical and client centric approach to providing advice.
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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.
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Responsibilities
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Main point of contact for our clients
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Driving all the advice annual reviews and implementations for existing and new clients for super, investments, insurance and family office services
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Manage ongoing compliance requirements including consent forms and assisting the Director to implement changes from compliance or legislative changes
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Enhance the CRM and generate reports from our CRM to assist in the efficient running of the practice
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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.
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Experience
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2+ years as a Client Services Manager within a Financial planning firm
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Adviser Logic experience highly regarded
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Exception organisational, communication and interpersonal skills
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Strong attention to detail and commitment to standard operating processes
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Experienced in and passionate about systems/processes improvements
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Diploma, Advanced Diploma or degree in Financial planning or commerce related fields highly regarded.
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📌 Client Services Manager (New South Wales)
🏢 Navigate Wealth
📍 New South Wales