SMSF Manager – Autonomous Lead | Hybrid + Mentoring

Lawson Delaney; Melbourne; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Nine-day fortnight

Work from home 1 day/week

Training provided

Excellent transport/parking

Job summary

Lawson Delaney is seeking an experienced SMSF Manager in Melbourne’s inner eastern suburbs to lead an autonomous SMSF advisory function. You will provide financial, tax and superannuation advice to a diverse portfolio of clients and manage the department with support from Partners.

In this role you will build strong client relationships, guide complex queries, supervise outsourced SMSF staff, and drive quality improvements across the service.

Qualifications

• Provide financial, tax and superannuation advice to a varied portfolio of clients with approximately 300 funds.
• Lead and supervise an autonomous SMSF department with Partners support.
• Mentor and oversee outsourced SMSF staff and build client relationships.

Responsibilities

• Provide financial, tax and superannuation advice to a varied portfolio of clients with approximately 300 funds.
• Run the department autonomously with the support of experienced Partners.
• Manage and build client relationships.
• Advise clients and add value to them.
• Supervise and mentor outsourced SMSF staff.
• Responsible for quality and continuous improvement.

Skills

Client advisory

Relationship management

Leadership

SMSF knowledge

Education

Professional qualification

Tools

SMSF software

Job description

Lawson Delaney is seeking an experienced SMSF Manager in Melbourne’s inner eastern suburbs to lead an autonomous SMSF advisory function. You will provide financial, tax and superannuation advice to a diverse portfolio of clients and manage the department with support from Partners.

In this role you will build strong client relationships, guide complex queries, supervise outsourced SMSF staff, and drive quality improvements across the service.