Job Description

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- Outstanding wealth management firm based in Southport
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- Work within a highly motivated team
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- Great perks and benefits on offer
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- Up to $130k pkg
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FIRM

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

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POSITION

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

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This role will involve the successful candidate working alongside the executive team to provide the following:

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- Managing the day to day operations of the firm
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- Managing the team and managing workflow
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- Special projects and implementing new systems and processes
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- Ensure compliance
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CANDIDATE

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The successful candidate will be able to demonstrate the following:

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- 5+ years experience in a leadership role within financial planning
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- Outstanding leadership skills
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- Strong working knowledge of Xplan
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- Exceptional attention to detail
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- Exceptional communication and presentation skills
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- Ability to be a team player
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BENEFITS

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- The successful candidate will be rewarded with a market-competitive salary package that reflects their skills and experiences.
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- The firm has a high performing and professional corporate culture.
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- This is an office based role however the opportunity to work compressed hours is on offer.
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- Bonuses are paid based upon team targets.
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📌 Practice Manager - Wealth Management (City of Gold Coast)
🏢 Roc Consulting
📍 City of Gold Coast