Sydney Hybrid Financial Practice Manager

Nautica Wealth Management; Sydney; Hybrid; AUD 95,000 - 150,000; Full time

Job summary

Nautica Wealth Management in Sydney is seeking a proactive Practice Manager to run the day-to-day operations of the financial planning practice. You will coordinate workflow, staff, and policy implementation to ensure smooth service delivery and compliance.

Reporting, analytics, budgeting support, and resource planning are key responsibilities, with regular collaboration across advisers, support staff, and external partners to align operations with business goals and client outcomes.

Qualifications

• Strong practice management and operational skills, including workflow oversight and resource planning.
• Client service and relationship management with advisers and clients.
• Administrative and organizational skills, including documentation management and reporting.
• Compliance and risk management with regulatory awareness and good record-keeping.
• Leadership and people management with collaborative working style.
• Familiarity with practice management software and CRMs (X Plan, Worksorted).
• Experience in financial planning, wealth management, or professional services operations.
• Formal qualifications in business/finance/management or equivalent experience considered.
• Excellent communication and ability to work in a hybrid environment.

Responsibilities

• Oversee day-to-day operations of the financial planning practice, including workflow management and policy implementation.
• Manage client onboarding and review processes, coordinate adviser schedules, monitor compliance and documentation.
• Handle reporting, analytics, budgeting support, and resource planning to drive efficiency.
• Collaborate with advisers, support staff, and external partners to ensure smooth operations and alignment with goals.

Skills

Practice management

Client service

Administrative skills

Compliance & risk

Leadership

CRM software

Financial planning experience

Communication

Hybrid work

Education

Bachelor's degree in business/finance/management

Tools

X Plan

Worksorted

Microsoft Office

Job description

Nautica Wealth Management in Sydney is seeking a proactive Practice Manager to run the day-to-day operations of the financial planning practice. You will coordinate workflow, staff, and policy implementation to ensure smooth service delivery and compliance.

Reporting, analytics, budgeting support, and resource planning are key responsibilities, with regular collaboration across advisers, support staff, and external partners to align operations with business goals and client outcomes.