Practice Manager / Senior CSM

Candor Recruitment; Canberra; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible working

Additional leave

Birthday off

FAAA Congress trip

Full-time preferred

Job summary

Candr or Recruitment is recruiting for a Practice Manager in Canberra, to oversee day-to-day operations, ensure seamless advice implementation and client service delivery, and drive continued growth of the practice.

The role involves leading a client services team, refining workflows, and partnering with the Principal Adviser to implement improvements across compliance and systems within a growing financial planning office.

Qualifications

• 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.

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.

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.