Outstanding wealth management firm based in SouthportWork within a highly motivated teamGreat perks and benefits on offerUp to $130k pkgFIRMThis represents an outstanding prospect 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, cutting-edge and operate with the highest level of ethics.POSITIONDue 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 firmManaging the team and managing workflowSpecial projects and implementing new systems and processesEnsure complianceCANDIDATEThe successful candidate will be able to demonstrate the following:5+ years experience in a leadership role within financial planningOutstanding leadership skillsStrong working knowledge of XplanExceptional attention to detailExceptional communication and presentation skillsAbility to be a team playerBENEFITSThe 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 (Gold Coast)
🏢 Roc Consulting
📍 Gold Coast