Practice Manager Financial Planning

About the company:
Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southern suburbs in the Gold Coast. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators.

About the role:
To keep up with the growth of the firm and the team in the Brisbane office, my client is seeking an experienced Practice Manager to manage the day-to-day operations of the team. This will include managing financial planning workflow, overseeing and performing admin tasks, implementing processes, while maintaining a high-quality client experience.

Duties:
There are many duties and responsibilities in this role, ranging from operational management, performance reporting, people management, and financial management. Some key duties include:

• Manage operational aspects of the Financial Planning functions, ensuring high levels of advice quality from all teams in the business
• Assist with projects that relate to business improvements
• Manage and oversee new staff onboarding, workflows, and systems via Xplan
• Work in conjunction with the finance and accounting team to assist with operational efficiencies
• Lead staff team meetings to discuss work in progress
• Maintain a strong business and team culture

Skills & experience:

• Minimum 5 years experience in a leadership position within Financial Planning operations
• Formal qualifications, ideally within financial advice is advantageous
• Strong understanding of the advice industry
• Passionate about business improvement and development
• Analytical and excellent problem solving skills
• Ability to lead, motivate, and manage people

Culture:
My client has an exceptional company culture, very little staff turnover, as well as providing excellent support, training and mentoring to staff. They have a focus on building a culture that is about their staff's well-being. 

Benefits:

• Flexible work hours, with the option to start later/earlier and finish later/earlier
• Opportunity for 1 day WFH after a period of time
• Team and individual rewards if targets are met
• Competitive salary and bonus scheme
• Paid day off for your birthday
• Yoga every Tuesday (optional)
• Young dynamic team
• Strong support and mentorship from leaders within the business

How to apply:
Click APPLY, or send your resume through to Scott Munro at [email protected]

Please note, only shortlisted candidates will be contacted.