Business Services Manager (Experienced)
Salary: $120,000 – $160,000
Based on the lower North Shore, Navwealth have tripled in size within the past 10 years. A holistic financial services firm specialising in Financial Planning, Accounting and Lending. Navwealth has successfully achieved Most Trusted Adviser status for the past 5 consecutive years and have solid business relationships in place.
Duties within this role will include:
- Meeting with clients to discuss their financial affairs
- Build and maintain excellent client relationships
- Manage a portfolio of 1.4 million alongside the Partner
- Clients include high net worth family groups, the average structure having 5 entities in a group with a larger one having 20 entities
- A mix between compliance and advisory, approximately 20% of clients require advisory
- Initially your role will be approximately 50% processing, 50% client and people management. The processing will reduce over time.
- Managing a team of accountants, 1 x Supervisor, 1 x Senior 1 x Intermediate /bookkeeper
Skills and personal attributes:
- 10 + years within a Business Services role
- Must have people management experience
- CA/ CPA qualified
- Currently in a Business Services position where you are meeting with clients
- Managing a current portfolio of clients
- Xero experience is highly desirable
- Must be excellent with building and maintaining client relationships
- Be progressive and flexible, whilst working with a boutique
To apply please CLICK HERE