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 solid 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 ofXplan 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
Strong 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 (New South Wales)
🏢 Advance Recruitment Partners
📍 New South Wales