State Operations Manager

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff. 

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.

The opportunity to join our team 

Great opportunity to lead the client support and operational team in Perth. You will lead a large team of Senior Associate Advisers (SAA) Associate Advisors (AAs) and Client Service Managers (CSM) who provide high quality support and technical assistance.

This is a permanent full time position.

Key Responsibilities: 

• Lead the team to provide support and technical assistance to in the preparation of advice, implementation of advice and ongoing assistance with managing clients


• Accountable for delivery of consistent, compliant and standardised SFG operational processes


• Collaborative with the Head of Shadforth in delivery of the State’s annual budgets, pledges and targets


• Monitor and Manage team workflows


• Train and mentor team


• Identify and implement improvements to processes


• Lead and proactively get involved in projects


• Recruit new Talent


• Manage the training and development program of team

What you will bring: 

• Solid leadership experience in financial planning


• Strong Technical knowledge in financial planning


• Ability to drive a high performing culture


• Continuous improvement mindset


• Knowledge of compliance and risk management governing financial planning


• Degree in finance, business or management


• RG146 Compliant preferred

Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives  

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.