Practice Manager

Nautica Wealth Management; Sydney; On-site; AUD 95,000 - 150,000; Full time

Job summary

Nautica Wealth Management in Sydney is seeking a proactive Practice Manager to run the day-to-day operations of the financial planning practice. You will coordinate workflow, staff, and policy implementation to ensure smooth service delivery and compliance.

Reporting, analytics, budgeting support, and resource planning are key responsibilities, with regular collaboration across advisers, support staff, and external partners to align operations with business goals and client outcomes.

Qualifications

• Strong practice management and operational skills, including workflow oversight and resource planning.
• Client service and relationship management with advisers and clients.
• Administrative and organizational skills, including documentation management and reporting.
• Compliance and risk management with regulatory awareness and good record-keeping.
• Leadership and people management with collaborative working style.
• Familiarity with practice management software and CRMs (X Plan, Worksorted).
• Experience in financial planning, wealth management, or professional services operations.
• Formal qualifications in business/finance/management or equivalent experience considered.
• Excellent communication and ability to work in a hybrid environment.

Responsibilities

• Oversee day-to-day operations of the financial planning practice, including workflow management and policy implementation.
• Manage client onboarding and review processes, coordinate adviser schedules, monitor compliance and documentation.
• Handle reporting, analytics, budgeting support, and resource planning to drive efficiency.
• Collaborate with advisers, support staff, and external partners to ensure smooth operations and alignment with goals.

Skills

Practice management

Client service

Administrative skills

Compliance & risk

Leadership

CRM software

Financial planning experience

Communication

Hybrid work

Education

Bachelor's degree in business/finance/management

Tools

X Plan

Worksorted

Microsoft Office

Job description

Company Description

Nautica Wealth Management is a financial advisory firm that views financial success as an ongoing journey supported by thoughtful planning and guidance. The team of advisers brings decades of combined experience, offering calm and strategic direction through all stages of life. Services range from wealth creation to retirement planning, with a strong emphasis on tailored, client-focused advice. Nautica Wealth Management is committed to helping clients stay confident and on course, whatever their financial goals may be.

Role Description

The Practice Manager is a full-time, hybrid role based in Sydney, NSW, with flexibility for some work from home. This role oversees the day-to-day operations of the financial planning practice, including workflow management, staff coordination, and implementation of operational policies and procedures. Key responsibilities include managing client onboarding and review processes, coordinating adviser schedules, monitoring compliance and documentation, and ensuring high-quality client service across the practice. The Practice Manager will also handle reporting and analytics for practice performance, support budgeting and resource planning, and drive process improvements to enhance efficiency and client experience. Regular collaboration with advisers, support staff, and external partners is required to ensure smooth operations and alignment with business goals.

Qualifications

• Strong practice management and operational skills, including workflow oversight, process improvement, and resource planning.


• Client service and relationship management skills, with the ability to manage client queries, support advisers, and maintain high service standards.


• Administrative and organizational skills, including documentation management, scheduling, reporting, and attention to detail.


• Compliance and risk management skills, with familiarity with financial services regulations and best practices in record-keeping.


• Leadership and people management capabilities, including staff coordination, performance support, and a collaborative working style.


• Proficiency with practice management software and CRM systems (e.g. X Plan, Worksorted etc) and common office applications (e.g., Microsoft Office or equivalent).


• Relevant experience in financial planning, wealth management, or professional services operations is highly regarded.


• Formal qualifications in business, finance, management, or a related field are beneficial; equivalent experience will also be considered.


• Excellent communication skills and the ability to work effectively in a hybrid environment, balancing in-office and remote responsibilities.