Outstanding wealth management firm based in Southport
Work within a highly motivated team
Excellent perks and benefits on offer
Up to $130k pkg

FIRM

This represents an outstanding opportunity with a well established wealth management firm based in Southport. This firm has been in operation for many years and a known for the high quality service they provide their clients. The firm is modern, innovative and operate with the highest level of ethics.

POSITION

Due to an internal restructuring and growth, the position of Practice Manager has been created.

This role will involve the successful candidate working alongside the executive team to provide the following:
Managing the day to day operations of the firm
Managing the team and managing workflow
Special projects and implementing recent systems and processes
Ensure compliance

CANDIDATE





The successful candidate will be able to demonstrate the following:
5+ years experience in a leadership role within financial planning
Outstanding leadership skills
Robust working knowledge of Xplan
Exceptional attention to detail
Exceptional communication and presentation skills
Ability to be a team player

BENEFITS
The successful candidate will be rewarded with a competitive salary package that reflects their skills and experiences.
The firm has a high performing and professional corporate culture.
This is an office based role however the opportunity to work compressed hours is on offer.
Bonuses are paid based upon team targets.
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📌 Practice Manager Wealth Management Queensland
🏢 Roc Consulting
📍 Queensland