Director of Advice Operations & Client Experience

FS Recruitment Solutions; City of Melbourne; On-site; AUD 140,000 - 190,000; Full time

Job summary

FS Recruitment Solutions is seeking a senior leader to shape delivery standards across a growing wealth management group in Melbourne. You will lead Associate Adviser, Paraplanning and Client Services to elevate client experience and drive efficiency.

You will partner with advice, compliance, operations and technology leaders to implement service standards, strengthen hand-offs and continuous improvement, developing capable leaders and scalable processes for a high-performing advisory team.

Qualifications

• Extensive experience in financial advice delivery, paraplanning leadership or advice-adjacent management.

Responsibilities

• Lead the end-to-end advice delivery model across Associate Advisers, Paraplanning and Client Services.
• Set clear expectations for quality, productivity, turnaround times, capacity and client outcomes.
• Build scalable workflows, practical service standards and disciplined operating rhythms.
• Partner with compliance, operations and technology to strengthen controls, systems and automation.
• Develop capable leaders and accountable, high-performing teams.
• Own and improve the Professional Year program and future adviser pathways.
• Use data, client feedback and operational insight to drive continuous improvement.

Skills

Paraplanning leadership

End-to-end advice process

Cross-functional leadership

Client-focused mindset

Stakeholder management

Compliance knowledge

Microsoft Office & XPlan

Education

Degree in financial planning or related discipline

Tools

Microsoft Office

XPlan

Job description

FS Recruitment Solutions is seeking a senior leader to shape delivery standards across a growing wealth management group in Melbourne. You will lead Associate Adviser, Paraplanning and Client Services to elevate client experience and drive efficiency.

You will partner with advice, compliance, operations and technology leaders to implement service standards, strengthen hand-offs and continuous improvement, developing capable leaders and scalable processes for a high-performing advisory team.