At a Glance
- Tasks: Lead a dynamic team and manage high-value client relationships in financial planning.
- Company: Established financial planning business with a collaborative culture.
- Benefits: $185K-$200K package, strong support, and career progression opportunities.
- Other info: Join a professional team focused on growth and compliance excellence.
- Why this job: Shape the future of financial advice while mentoring a talented team.
- Qualifications: Experienced Financial Adviser with leadership skills and strong relationship management.
The predicted salary is between 123750 - 151250 $ per year.
An exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.
About the Role
You will be responsible for managing approximately 80-90 fee-for-service clients, while overseeing and supporting a collaborative financial planning team of approximately 8-9 staff across advice, paraplanning, client services, and operations. The existing team structure includes:
- Multiple Paraplanners
- Client Service Officer support
- Operations Lead
- Additional Financial Adviser support
- Combination of onshore and offshore team members
This is a leadership-focused role suited to someone who enjoys coaching, process improvement, client relationship management, and driving strong advice outcomes.
Key Responsibilities
- Manage and nurture an established portfolio of high-value fee-for-service clients
- Lead and mentor members of the advice and support team
- Conduct strategic review meetings and provide holistic financial advice
- Drive client engagement and retention initiatives
- Work closely with operations and paraplanning teams to ensure efficient workflow management
- Support business growth initiatives and contribute to overall strategic direction
- Ensure compliance and best practice advice standards are maintained
About You
- Experienced Financial Adviser with leadership or management experience
- Strong relationship management and communication skills
- Proven ability to manage high-value ongoing client relationships
- Experience working within holistic financial planning environments
- Strong understanding of compliance and advice processes
- Ability to lead, mentor, and develop support staff and junior advisers
What's on Offer
- $185K-$200K package
- Strong operational and paraplanning support
- Collaborative and professional team culture
- Opportunity to influence and shape the future growth of the business
- Long-term career progression opportunity
Head of Operations employer: Advice2Talent
Join a thriving financial advice practice in Wodonga, where you can leverage an established client portfolio to make an immediate impact. With a strong focus on employee growth and a collaborative work culture, you'll benefit from the support of experienced teams while building long-term relationships with clients. This role offers not just a job, but a meaningful career path in a supportive environment that values your contributions.
