At a Glance
- Tasks: Oversee daily operations and enhance efficiency in a growing financial planning firm.
- Company: Established independent financial planning firm in Canberra with a focus on growth.
- Benefits: Flexible work arrangements, extra leave days, and fully funded professional development trips.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Take ownership and shape the future of a dynamic financial practice.
- Qualifications: 3+ years in financial planning or similar operational roles with strong leadership skills.
The predicted salary is between 72000 - 88000 $ per year.
An established and growing independent financial planning firm in Canberra is looking for a capable
Practice Manager to oversee the day-to-day operations of the business and help drive the continued growth of the practice.
Working closely with the Principal Adviser, you will take ownership of the firm's operational functions, ensuring advice implementation, client service delivery, team workflows and compliance processes run smoothly and efficiently.
This is a hands-on role within a growing business, offering the opportunity to take ownership, improve existing systems and processes, and play a key role in shaping how the practice operates as it continues to expand.
Key Responsibilities
- Oversee the day-to-day operations of the financial planning practice, ensuring workflows, priorities and deadlines are managed effectively.
- Manage and oversee advice implementation, including superannuation rollovers, contributions, pension commencements, investment platforms, insurance and SMSF-related paperwork.
- Lead and coordinate the client services team, allocating workloads, providing guidance and supporting the training and development of team members.
- Develop, document and improve operational processes, systems and CRM workflows to enhance efficiency and support the growth of the business.
- Assist with AFSL administration and compliance requirements, including professional indemnity insurance, audit coordination and maintaining appropriate documentation.
- Work closely with the Principal Adviser to identify operational improvements, resolve issues and support the ongoing development and growth of the practice.
Experience
- At least three years' experience in financial planning client services, advice implementation, practice administration or a similar operational role.
- Experience coordinating or overseeing the day-to-day operations of a financial planning practice.
- Strong working knowledge of advice implementation, including superannuation, investment platforms, pension commencements and rollovers.
- Experience managing workflows, deadlines, client matters and competing priorities.
- The ability to take ownership, work autonomously and provide leadership and support to a team.
- Flexible working arrangements, including one work-from-home day per week.
- An additional five days of leave at the end of the year, two wellness leave days and your birthday off.
- A fully funded trip to the FAAA Congress each year.
- Full-time employment preferred, with part-time arrangements considered for the right person.
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Practice Manager in Canberra employer: CANDOR Recruitment
Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.
