Practice Manager - Wealth Management

Outstanding wealth management firm based in Southport.

Work within a highly motivated team.

Great perks and benefits on offer.

Up to $130k pkg

FIRM

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

POSITION

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

- Managing the day to day operations of the firm
- Managing the team and managing workflow
- Special projects and implementing new systems and processes
- Ensure compliance
- Coach, mentor and develop team members

CANDIDATE





- 5+ years experience in a leadership role within financial planning
- Outstanding leadership skills
- Exceptional 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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📌 Financial Planning (City of Gold Coast)
🏢 FAAA Board, Financial Advice Association of Australia
📍 City of Gold Coast