Advice Manager - Wholesale Advice

CANDOR Recruitment; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Equity opportunity

Learning & development

Generous leave provisions

Community-focused programs

Job summary

CANDOR Recruitment's client, a leading independent investment and wealth advice firm, is based in Melbourne CBD. They seek an experienced Advice Manager / Practice Development Manager to work with Advisers and support teams to lift practice performance, consistency, productivity and client outcomes.

You will collaborate with about 25 Advisers in Melbourne, along with leadership, to embed processes, workflows, tools and support models across the client journey, coaching and developing Advisers

Qualifications

• 10+ years in financial advice or wealth management
• 5+ years coaching Advisers
• Proven track record improving practice performance
• Strong communication and facilitation skills
• Ability to turn ideas into measurable outcomes

Responsibilities

• Partner with Advisers to improve efficiency and performance.
• Coach Advisers on workflows and client management.
• Identify inefficiencies and develop practical solutions.
• Lead training and continuous improvement initiatives.
• Support pipeline management, business planning and productivity initiatives.
• Develop playbooks, workflows and tools for consistency.
• Utilize CRM and data to measure performance and drive adoption.

Skills

Executive coaching

Coaching Advisers

Communication Skills

Facilitation

Process Improvement

Stakeholder Management

Tools

CRM systems

Workflow systems

Job description

Our client is one of Australia's leading independent investment and wealth advice firm in Australia, recognised for delivering high-quality, genuinely client-focused advice. This position will be based out of their Melbourne CBD office.

About the Role

We are seeking an experienced Advice Manager / Practice Development Manager to work closely with Advisers and their support teams to improve practice performance, consistency, productivity and client outcomes.

This is an excellent opportunity for an experienced wealth management professional who enjoys coaching, influencing and enabling Advisers while contributing to the ongoing growth and development of a leading independent advice business.

You will work closely with approximately 25 Advisers in the Melbourne office, along with Associates, leadership and key stakeholders, to embed effective processes, workflows, tools and support models across the client journey.

Key Responsibilities

• Partner with Advisers and Associates to improve practice efficiency, capacity, consistency and commercial performance.
• Coach and support Advisers on workflows, processes, client management and effective use of practice resources.
• Identify operational inefficiencies, process gaps and unnecessary variation, and develop practical solutions to improve how work gets done.
• Facilitate training, workshops and continuous improvement initiatives across the advice practice.
• Support Advisers with pipeline management, client segmentation, business planning and productivity initiatives.
• Develop and embed practice standards, playbooks, workflows and tools to improve consistency and accountability.
• Use CRM, workflow systems and practice data to identify trends, measure performance and drive adoption.

About You

• 10+ years' experience in financial advice, wealth management, professional services or a related advice-led environment.
• 5+ years experience coaching, mentoring and developing Investment / Financial Advisers
• Strong understanding of how successful financial advice practices operate.
• Excellent communication and facilitation skills, with the confidence to challenge constructively and influence senior stakeholders.
• A continuous improvement mindset and the ability to turn ideas into practical, measurable outcomes.

Why Join?

• Equity opportunity
• Join a leading independent investment and advice firm in Australia.
• A genuine opportunity to influence the way a high-performing advice practice operates.
• Ongoing learning and development opportunities.
• Additional benefits including generous leave provisions, professional development initiatives and community-focused programs.