Practice Operations Leader: Client Service & Paraplanning in Sydney

Practice Operations Leader: Client Service & Paraplanning in Sydney

Sydney Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Lead Client Service and Paraplanning, ensuring top-notch client experiences and efficient workflows.
  • Company: Focus Partners Australia, a leader in wealth advisory services.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Join a dynamic team focused on continuous improvement and innovation.
  • Why this job: Make a real impact on client service and drive operational excellence across the nation.
  • Qualifications: Experience in practice management and strong leadership skills.

The predicted salary is between 63000 - 77000 $ per year.

Focus Partners Australia seeks a Practice Manager to lead Client Service and Paraplanning nationwide, ensuring resourcing, workflow efficiency and high-quality client experiences.

The role drives accountability, continuous improvement and governance across advice operations in multiple locations.

You will partner with Wealth Advisory, Finance, Compliance, Technology & Data and Service Design to maintain clear ownership boundaries and operational excellence while enabling scalable delivery.

Practice Operations Leader: Client Service & Paraplanning in Sydney employer: Focus Partners Australia

Focus Partners Australia is an exceptional employer that fosters a dynamic work culture, encouraging autonomy and collaboration among its team members. With a strong emphasis on employee growth, the company provides ample opportunities for professional development within the financial services sector, all while being located in vibrant cities like Sydney, Melbourne, Brisbane, and the Gold Coast. Employees benefit from a client-first ethos and access to global expertise, ensuring that their contributions lead to meaningful outcomes for clients and personal career satisfaction.

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Contact Details:

Focus Partners Australia Recruitment Team

We think you need these skills to ace Practice Operations Leader: Client Service & Paraplanning in Sydney

Leadership Skills
Client Service Management
Paraplanning Expertise
Workflow Efficiency
Continuous Improvement
Governance Knowledge
Operational Excellence