Capstone Financial Planning – Brisbane QLD
Established in ****, Capstone Financial Planning (Capstone) is a leading, national, privately owned licensee with a complete suite of business support services to help advisers grow their business. We focus on providing the professional resources, tools and support services advisers need to establish, maintain or grow a successful practice, recognising that no two businesses are the same.
In June **** Capstone joined the PictureWealth Group, bringing together one of Australia's foremost financial services groups who have a shared commitment to technology, helping financial advice practices thrive and to provide more advice to more Australians.
Our support is built around four pillars:
Technology and business efficiency
Marketing and communications
Professional standards, including risk and compliance, research and paraplanning
Growth and development, including practice development and training and education
The opportunity
We have an exciting opportunity for an enthusiastic practice manager to join our team, based in Brisbane and supporting our Queensland advisers within our growth and development pillar.
Reporting to the Executive Manager, Growth and Development, you will be a key contributor to Capstone's ongoing growth and innovation. Working one on one with practices, you will help advisers create an engaging business process with lasting effect through the Capstone Client Engagement Model; articulate their value through a clear Client Value Proposition; and support them to value, set and position their own fees.
You will also help advisers navigate other stages of the business lifecycle, such as succession planning, and draw on your proven ability to coach financial advisers and recruit new practices,



helping our Tier 4 practices strengthen their business models, service standards and value propositions.
This role offers genuine scope to apply and build on your relationship management, coaching and business development skills while supporting the continued growth of the business.
Key responsibilities
Development – Practice coaching and support
Introduce and regularly provide Capstone practice analytics to advisers within your panel
Use analytics to develop tailored plans and processes for each practice
Work with practices to develop and implement business and action plans
Support practices to establish or enhance their business model, including technology implementation and business efficiency
Coach and mentor practices to meet their desired goals, including through the Capstone Client Engagement Model
Help each practice define a clear advice process, client service standards and Client Value Proposition, and support them to set their own fee for service pricing strategy
Support practices to gain client referrals and advocacy, and to form alliance relationships
Maintain accurate reporting on each practice, including contact history and stage of development
Build solid working relationships across Capstone's support teams, collaborating closely to escal and resolve practice concerns and specific requests
Growth – Adviser recruitment
Identify, qualify and secure new adviser and accounting practices,



in line with agreed action plans with the Executive Manager, Growth and Development
Log and monitor recruitment and onboarding activity in the company CRM, from initial engagement through to completion
Develop centres of influence and referral networks to support recruitment
Assist existing practices to recruit and establish advisers within their business
Seek out and develop new market segments for recruitment
Refer relevant enquiries to the appropriate support teams, including compliance, technology and research
Promote business efficiency through the accurate use of Xplan and Commpay
Participate in committees and special projects as required
About you
Proven success recruiting and retaining financial advisers or practices
Experience coaching and mentoring within the financial planning industry
Strong relationships and networks across the financial planning industry
Sound understanding of the financial advice process, and technical and compliance knowledge
Relevant user experience with Xplan and the Microsoft Office suite
Excellent relationship management, communication and influencing skills
Strong commercial acumen and small business knowledge
High degree of initiative, self motivation and problem-solving ability
Ability to work independently, manage competing deadlines and adapt to changing conditions
Tertiary qualification in a relevant discipline and a minimum of RG 146 compliance
The opportunity to help shape practices across Queensland as part of a leading group
A strong focus on work life balance
Attractive remuneration and genuine job security
An industry leading value proposition for advisers and accountants
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📌 Practice Manager - Queensland
🏢 Capstone Financial Planning
📍 Queensland