Keep a busy, well-run advice firm humming.
This is a hands-on operations role where you'll own the day-to-day and make things happen no fluff, no committees, just getting it done.
Keep a busy, well-run advice firm humming.
This is a hands-on operations role where you'll own the day-to-day and make things happen no fluff, no committees, just getting it done.
The Company
An established, independently owned wealth advisory firm in Sydney's CBD with a team of 20 and a loyal client base.
The Directors set the strategy we need someone reliable and organized to run the engine room.
What You'll Be Doing
Reporting to the Directors, you'll manage the firm's daily operations and a small support team.
Your week will involve:
Running day-to-day operations across client administration, office management, and internal systems
Executing our AFSL and MDA compliance calendar lodgments, registers, audit prep, and risk reporting
Handling the HR essentials: recruitment coordination, onboarding, contracts, and records
Keeping the numbers tidy managing budgets, invoicing, and monthly reporting with our external accountants
Supervising and supporting the operations/admin team




Liaising with IT vendors and other suppliers to keep systems and the office running smoothly
Supporting adviser transitions and service delivery so clients always get a seamless experience
Who We're Looking For
Minimum 5 years' experience in a Financial Advice Practice.
Ideally you have extensive back ground in support roles and looking for a opportunity for career growth outside of becoming an advise.
Working knowledge of AFSL compliance obligations, or the aptitude to learn our frameworks quickly
Highly organised with solid attention to detail you follow processes through to completion
Comfortable supervising a small team and keeping everyone on track
A doer, not a delegator you roll up your sleeves and get on with it
Clear communicator who works well with advisers, clients, and external providers
What's In It For You
$130k–$150k + Super, reviewed annually
A stable, friendly team with genuinely low turnover
Clear responsibilities and established processes you're executing, not reinventing
CBD location close to transport
Room to grow as the firm grows
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📌 Operations Manager - Financial Planning (New South Wales)
🏢 Cartwright Jones
📍 New South Wales