Advance Recruitment Partners – Sydney CBD NSW

Practice Manager / Office Manager – Financial Planning

Sydney CBD | $120,000 - $130,000 + Super| Hybrid – 1 Day WFH

Are you an experienced Office Manager or Practice Manager within Financial Planning looking for a role where you can genuinely take ownership of how a business operates?

We are recruiting for a highly regarded, established financial planning firm in the heart of Sydney CBD. With stunning newly redesigned offices, a professional and collaborative team and a genuinely positive culture, this is an opportunity to become a key member of the leadership team.

Reporting directly to the Managing Director, you will take ownership of the operational engine of the practice – ensuring systems, workflows, compliance administration, reporting and the administration team operate efficiently and consistently.

You will have the autonomy to identify areas for improvement, streamline processes and ensure advisers are properly supported by strong systems and administration.

Your responsibilities will include:

- Overseeing the day-to-day operations of the practice
- Managing and developing the Administration / Client Services team
- Taking ownership of Xplan workflows, threads, tasks and processes
- Monitoring workflow, outstanding tasks and service standards
- Preparing operational and management reporting
- Coordinating compliance administration, registers, reviews and documentationMaintaining procedures, templates and internal documentation




- Coordinating IT providers, systems, licences and user access
- Supporting onboarding and offboarding of employees
- Identifying opportunities to improve and automate processes
- Working closely with advisers to improve the client service experience
- Supporting the Managing Director with operational and business improvement initiatives

About You

We are particularly interested in speaking with candidates who have experience within an Australian financial planning or wealth management practice.

You may currently be working as a:

Practice Manager | Office Manager | Operations Manager | Senior Client Services Manager

You will ideally bring:

- Previous experience within financial planning or wealth management
- Strong knowledge of Xplan
- Experience managing workflows and operational processes
- An understanding of financial advice compliance and record keeping
- Previous experience leading administration or client services staff
- Solid organisational and problem-solving skills
- Excellent attention to detail
- Confidence working directly with senior management and advisers
- A proactive, hands-on approach
- A genuine interest in improving systems, processes and efficiency

This role is ideal for someone who enjoys being the person who makes things happen behind the scenes – creating structure, keeping people accountable and ensuring advisers can focus their time on clients and advice.

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📌 Practice Manager (City of Sydney)
🏢 Advance Recruitment Partners
📍 City of Sydney