Practice Manager - Financial Planning

Practice Manager - Financial Planning

• Outstanding wealth management firm based in Southport
• Work within a highly motivated team
• Great perks and benefits on offer
• Amazing work life balance
• Up to $130k pkg

FIRM

This represents an outstanding opportunity with a well established wealth management firm based in Southport. This firm has been in operation for many years and a known for the high quality service they provide their clients. The firm is modern, innovative and operate with the highest level of ethics.

POSITION

Due to an internal restructuring, the position of Practice Manager has been created.

This role will involve the successful candidate working alongside the executive team to provide the following:

• Managing the day to day operations of the firm
• Managing the team and managing workflow
• Special projects and implementing new systems and processes
• Ensure compliance

CANDIDATE

The successful candidate will be able to demonstrate the following:

• 5+ years experience in a leadership role within financial planning
• Outstanding leadership skills
• Proficiency with Xplan
• Exceptional attention to detail
• Exceptional communication and presentation skills
• Ability to be a team player

BENEFITS

The successful candidate will be rewarded with a competitive salary package that reflects their skills and experiences.

The firm has a high performing and professional corporate culture.

This is an office based role however the opportunity to work compressed hours is on offer.

Bonuses are paid based upon team targets.

If this is the opportunity that you have been waiting for, apply today without hesitation. Alternatively, please contact Desha Joseph on 0439 775 *** for a strictly confidential discussion.

ABOUT ME

I am a specialist public practice recruiter with circa 14 years recruitment experience.

Please feel free to connect with me:

LinkedIn: https://www.linkedin.com/in/deshajoseph

Mobile: 0439 775 ***

Email: Desha[at]rocconsulting.com.au

If you have the above criteria apply below, or phone Desha Joseph 0439 775 *** or email for more information.

#SCR-Desha-Joseph