Practice Operations Manager – Financial Planning in Sydney

Practice Operations Manager – Financial Planning in Sydney

Sydney Full-Time 82800 - 101200 $ / year (est.) On-site
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At a Glance

  • Tasks: Oversee daily operations and ensure smooth service delivery in financial planning.
  • Company: Join a leading self-licensed boutique financial planning practice in Sydney CBD.
  • Benefits: Be part of a dynamic team with opportunities for growth and development.
  • Other info: Collaborate with a 25-person team in a supportive environment.
  • Why this job: Shape the future of financial planning while enhancing your leadership skills.
  • Qualifications: Strong relationship management and compliance experience required.

The predicted salary is between 82800 - 101200 $ per year.

Cartwright Jones in Sydney CBD is seeking a Practice Operations Manager to oversee day-to-day operations of a leading self-licensed boutique financial planning practice. You will join a 25-person team and be a key member of the leadership group, shaping the operation with a strong focus on compliance, HR, client services, and transition management.

The role emphasizes strong relationship management, contract oversight, and IT systems governance to ensure smooth service delivery and regulatory compliance.

Practice Operations Manager – Financial Planning in Sydney employer: Cartwright Jones

Join a leading self-licensed boutique practice in the heart of Sydney CBD, where you will play a pivotal role as a Practice Manager within a supportive team of 25. With a strong emphasis on professional development and a collaborative work culture, this position offers you the chance to influence the practice's operations while enjoying the convenience of being next to Wynyard train station. Experience a rewarding career with a company renowned for its exceptional independent advice and commitment to employee growth.

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Contact Details:

Cartwright Jones Recruitment Team

We think you need these skills to ace Practice Operations Manager – Financial Planning in Sydney

Compliance Management
HR Management
Client Services
Transition Management
Relationship Management
Contract Oversight
IT Systems Governance