- Outstanding wealth management firm based in Southport
- Work within a highly motivated team
- Great perks and benefits on offer
- Up to $130k pkg
FIRM
This represents an outstanding opportunity with a well established wealth management firm based in Southport. This firm has been in operation for many years and a known for the high quality service they provide their clients. The firm is modern, innovative and operate with the highest level of ethics.
POSITION
Due to an internal restructuring and growth, the position of Practice Manager has been created.
This role will involve the successful candidate working alongside the executive team to provide the following:
- Managing the day to day operations of the firm
- Managing the team and managing workflow
- Special projects and implementing new systems and processes
- Ensure compliance
CANDIDATE
The successful candidate will be able to demonstrate the following:
- 5+ years experience in a leadership role within financial planning
- Outstanding leadership skills
- Strong working knowledge of Xplan
- Exceptional attention to detail
- Exceptional communication and presentation skills
- Ability to be a team player
BENEFITS
- The successful candidate will be rewarded with a competitive salary package that reflects their skills and experiences.
- The firm has a high performing and professional corporate culture.
- This is an office based role however the opportunity to work compressed hours is on offer.
- Bonuses are paid based upon team targets.
Practice Manager - Wealth Management employer: Roc Consulting
Join a reputable heavy vehicle business in Melbourne's northern suburbs, where you will thrive in a modern workshop environment alongside experienced technicians. With a strong focus on employee growth and ongoing training, this company offers a secure position with diverse work opportunities and a supportive team culture, making it an excellent employer for those passionate about truck mechanics.
