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 prospect 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 (Gold Coast)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Gold Coast