Practice Operations Manager – Financial Planning

Cartwright Jones; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Cartwright Jones in Sydney CBD is seeking a Practice Operations Manager to oversee day-to-day operations of a leading self-licensed boutique financial planning practice. You will join a 25-person team and be a key member of the leadership group, shaping the operation with a strong focus on compliance, HR, client services, and transition management.

The role emphasizes strong relationship management, contract oversight, and IT systems governance to ensure smooth service delivery and regulatory

Qualifications

• Minimum 3–5 years experience as a Practice Manager in Financial Planning.
• Detailed knowledge of Financial Advice operations.
• Experience with every aspect of a practice.
• Strong managerial and relationship skills.

Responsibilities

• Manage compliance and risk management requirements.
• Oversee HR including recruitment, training, and policies.
• Manage client services delivery with internal/external resources.
• Collaborate with directors on transition plans for new client books.
• Ensure contracts and legal documents (MDA, AR, consultant agreements) are in place.
• Oversee IT systems, hardware, and IT projects with suppliers.

Skills

Operations leadership

HR management

Client services

IT oversight

Education

Degree preferred

Job description

Cartwright Jones in Sydney CBD is seeking a Practice Operations Manager to oversee day-to-day operations of a leading self-licensed boutique financial planning practice. You will join a 25-person team and be a key member of the leadership group, shaping the operation with a strong focus on compliance, HR, client services, and transition management.

The role emphasizes strong relationship management, contract oversight, and IT systems governance to ensure smooth service delivery and regulatory