Practice Manager - Financial Advice

Candor Recruitment; Canberra; Hybrid; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible working

1 WFH day/week

Extra leave: year-end five days

Wellness leave days (2)

Birthday off

Fully funded trip to FAAA Congress

Job summary

Candor Recruitment is seeking a capable Practice Manager in Canberra to oversee daily operations and drivegrowth of the financial planning practice.

Work closely with the Principal Adviser to ensure advice implementation, client service delivery, and compliance processes run smoothly while leading a small team and refining systems.

Qualifications

• Three years' experience in financial planning client services or a similar operations role.
• Experience coordinating day-to-day operations of a financial planning practice.
• Strong knowledge of advice implementation, superannuation, investment platforms and rollovers.

Responsibilities

• Oversee day-to-day operations of the financial planning practice, managing workflows and deadlines.
• Oversee advice implementation including superannuation rollovers and pension commencements.
• Lead and coordinate client services team, allocate workloads and train staff.
• Develop and improve operational processes and CRM workflows to drive efficiency.
• Assist with AFSL administration, compliance, insurance and audit coordination.
• Collaborate with Principal Adviser to drive operational improvements and growth.

Skills

Client services

Operations management

Team leadership

Compliance awareness

CRM workflows

Tools

AFSL knowledge

Job description

About the Opportunity

An established and growing independent financial planning firm in Canberra is looking for a capable Practice Manager to oversee the day-to-day operations of the business and help drive the continued growth of the practice.

Working closely with the Principal Adviser, you will take ownership of the firm's operational functions, ensuring advice implementation, client service delivery, team workflows and compliance processes run smoothly and efficiently.

This is a hands-on role within a growing business, offering the opportunity to take ownership, improve existing systems and processes, and play a key role in shaping how the practice operates as it continues to expand.

Key Responsibilities

• Oversee the day-to-day operations of the financial planning practice, ensuring workflows, priorities and deadlines are managed effectively.
• Manage and oversee advice implementation, including superannuation rollovers, contributions, pension commencements, investment platforms, insurance and SMSF-related paperwork.
• Lead and coordinate the client services team, allocating workloads, providing guidance and supporting the training and development of team members.
• Develop, document and improve operational processes, systems and CRM workflows to enhance efficiency and support the growth of the business.
• Assist with AFSL administration and compliance requirements, including professional indemnity insurance, audit coordination and maintaining appropriate documentation.
• Work closely with the Principal Adviser to identify operational improvements, resolve issues and support the ongoing development and growth of the practice.

Experience

• At least three years' experience in financial planning client services, advice implementation, practice administration or a similar operational role.
• Experience coordinating or overseeing the day-to-day operations of a financial planning practice.
• Strong working knowledge of advice implementation, including superannuation, investment platforms, pension commencements and rollovers.
• Experience managing workflows, deadlines, client matters and competing priorities.
• The ability to take ownership, work autonomously and provide leadership and support to a team.

Benefits

• Flexible working arrangements, including one work-from-home day per week.
• An additional five days of leave at the end of the year, two wellness leave days and your birthday off.
• A fully funded trip to the FAAA Congress each year.
• Full-time employment preferred, with part-time arrangements considered for the right person.