Practice Manager

Minerds Bell Consultancy Group; Adelaide; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive remuneration

Flexible work arrangements

Professional development

Collaborative team environment

Job summary

Minerds Bell Consultancy Group in Unley, Adelaide, is seeking an experienced Practice Manager to lead our financial planning practice and ensure smooth daily operations. You will support our financial planners, drive efficient processes, and oversee regulatory compliance while fostering a high-performing team.

The role emphasizes culture, productivity, and strategic execution with modern tools, AI-enabled workflows, and a commitment to client outcomes.

Qualifications

• Proven experience as a Practice Manager or equivalent in financial services.
• Experience supervising and developing staff members.
• Strong knowledge of the financial planning process and regulatory compliance requirements.
• Strong financial literacy and business acumen.
• Excellent organisational and administrative skills with keen attention to detail.
• Demonstrated ability to manage multiple priorities and meet deadlines.
• Strong interpersonal and communication skills with diverse teams.

Responsibilities

• Managing the team effectively to create a vibrant, positive, and productive culture.
• Implementing our operational business and marketing plans
• Overseeing the operational functions of the practice, including our business processes
• Supporting the development and implementation of practice policies and procedures
• Ensuring compliance with licensee and other regulatory requirements
• Supervising and supporting administrative and support staff members
• Liaising with external providers, including our licensee, IT service providers, and our bookkeeper.
• Monitoring and reporting on business performance against plans and budget

Skills

Practice management

Staff supervision

Regulatory compliance

Financial literacy

Organisational skills

Prioritisation

Interpersonal skills

AI tools

Problem solving

Communication

Job description

About us

Minerds Bell Consultancy Group is a fee based multi award winning financial planning business dedicated to delivering exceptional advice to our clients. We pride ourselves on our commitment to building lasting relationships with the professionals and clients we serve. Established more than 50 years ago, our team of 18 includes 6 fully qualified financial planners with combined advice experience of more than 80 years. Each is passionate about making a meaningful difference in the financial lives of those we advise. To us, it's personal.

About the role

We are seeking an experienced Practice Manager to join Minerds Bell Consultancy Group, based in Unley. This is a pivotal leadership role, managing the team and ensuring the smooth and efficient operation of the practice while achieving our strategic and business goals.

As Practice Manager, you will be responsible for managing the team and the day-to-day operations of the business, ensuring that our practice operates to the highest standards. This position plays a crucial role in supporting our financial planners, allowing them to focus on delivering outstanding client outcomes.

What you'll be doing

• Managing the team effectively to create a vibrant, positive, and productive culture.
• Implementing our operational business and marketing plans
• Overseeing the operational functions of the practice, including our business processes
• Supporting the development and implementation of practice policies and procedures
• Ensuring compliance with licensee and other regulatory requirements
• Supervising and supporting administrative and support staff members
• Liaising with external providers, including our licensee, IT service providers, and our bookkeeper.
• Monitoring and reporting on business performance against plans and budget

What we're looking for

• Proven experience as a Practice Manager or equivalent management role within a financial services environment
• Experience in supervising and developing staff members
• Strong knowledge of the financial planning process and regulatory compliance requirements
• Strong financial literacy and business acumen
• Excellent organisational and administrative skills with keen attention to detail
• Demonstrated ability to manage multiple priorities and meet deadlines
• Strong interpersonal and communication skills with the ability to work effectively with diverse teams
• Strong interest in operational process improvement and use of AI tools and Agents
• Problem-solving capabilities and a proactive approach to identifying operational improvements

What we offer

We are committed to a supportive and rewarding workplace for our team members. We offer competitive remuneration commensurate with your skills and experience, flexible arrangements that support work-life balance, opportunities for professional development and continued learning, a collaborative and inclusive team environment, and the chance to make a meaningful contribution to a respected and growing firm. We believe in investing in our people and fostering a culture where talent is recognised and nurtured.