Practice Operations Lead – Financial Planning (Hybrid)

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

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.