Sydney Operations Leader – Financial Planning & Change

IOOF Holdings Limited; Sydney; Hybrid; AUD 140,000 - 190,000; Full time

Job summary

Shadforth Financial Group in Sydney is seeking a seasoned leader to oversee the Sydney Operations Team, guiding Senior Associate Advisers, Associate Advisors and Client Associates in delivering high-quality client support and compliant advice services.

You will drive standardized processes, partner with National Heads to meet annual targets, mentor talent, and lead initiatives to improve efficiency and client outcomes across the state.

Qualifications

• Leadership experience in financial planning or advice operations.
• Strong knowledge of financial planning.
• Proven experience driving change adoption and embedding new systems.

Responsibilities

• Lead and develop the team to provide expert support and technical assistance across the preparation of advice, implementation of advice and ongoing assistance with managing clients.
• Deliver compliant and standardised operational processes across the State, aligning with national frameworks and service standards.
• Partner with the National Head of Operational Transformation and Head of Shadforth to deliver the State's budgets, pledges and targets.
• Track and report State adoption metrics, operational performance and benefits realisation, contributing to national measures.
• Recruit, train and mentor talent, managing the training and development program to build a high-performing team.
• Identify and implement improvements to processes.
• Lead and proactively get involved in projects.

Skills

Leadership experience

Financial planning knowledge

Change management

Compliance & risk management

Team development

Education

Degree in finance, business or management

Job description

Shadforth Financial Group in Sydney is seeking a seasoned leader to oversee the Sydney Operations Team, guiding Senior Associate Advisers, Associate Advisors and Client Associates in delivering high-quality client support and compliant advice services.

You will drive standardized processes, partner with National Heads to meet annual targets, mentor talent, and lead initiatives to improve efficiency and client outcomes across the state.