Head of Client Service & Paraplanning Operations in Sydney

Head of Client Service & Paraplanning Operations in Sydney

Sydney Full-Time 50715 - 61985 $ / year (est.) On-site
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At a Glance

  • Tasks: Lead Client Service and Paraplanning operations, driving performance and consistency.
  • Company: Focus Partners Australia, a dynamic and innovative financial services firm.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Other info: Opportunity for career growth and to work with diverse teams.
  • Why this job: Shape national operations and make a real impact in the financial services sector.
  • Qualifications: Experience in client service management and strong leadership skills.

The predicted salary is between 50715 - 61985 $ per year.

Focus Partners Australia is seeking a Practice Manager to lead the Client Service and Paraplanning functions across the practice, driving performance, consistency and scalability. This role shapes national operating rhythms, building leadership capability and ensuring accountability across locations.

You will oversee resource planning, workflow management, service standards and governance, partnering with Wealth Advisory, Finance, Compliance, Technology and Data teams to deliver high-quality services.

Head of Client Service & Paraplanning Operations in Sydney employer: Focus Partners Australia & Escala Partners

Focus Partners Australia is an exceptional employer, offering a dynamic work environment in the heart of Sydney where collaboration and professional growth are at the forefront. With a strong commitment to employee development, you will have the opportunity to mentor junior team members while engaging with clients on complex financial matters, all supported by a culture that values integrity and excellence. The firm’s integration with global resources ensures that you are equipped with the best tools and knowledge to thrive in your role.

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Contact Details:

Focus Partners Australia & Escala Partners Recruitment Team

We think you need these skills to ace Head of Client Service & Paraplanning Operations in Sydney

Leadership Skills
Performance Management
Resource Planning
Workflow Management
Service Standards Development
Governance
Collaboration