Job Description
Advance Recruitment Partners – Sydney CBD NSW
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Practice Manager / Office Manager – Financial Planning
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Sydney CBD | $120,000 - $130,000 + Super| Hybrid – 1 Day WFH
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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?
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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 chance to become a key member of the leadership team.
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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.
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You will have the autonomy to identify areas for improvement, streamline processes and ensure advisers are properly supported by strong systems and administration.
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Your responsibilities will include:
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Overseeing the day-to-day operations of the practice
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Managing and developing the Administration / Client Services team
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Taking ownership of Xplan workflows, threads, tasks and processes
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Monitoring workflow, outstanding tasks and service standards
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Preparing operational and management reporting
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Coordinating compliance administration, registers, reviews and
documentationMaintaining
procedures, templates and internal documentation
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Coordinating IT providers, systems, licences and user access
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Supporting onboarding and offboarding of employees
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Identifying opportunities to improve and automate processes
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Working closely with advisers to improve the client service experience
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Supporting the Managing Director with operational and business improvement initiatives
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About You
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We are particularly interested in speaking with candidates who have experience within an Australian financial planning or wealth management practice.
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You may currently be working as a:
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Practice Manager | Office Manager | Operations Manager | Senior Client Services Manager
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You will ideally bring:
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Previous experience within financial planning or wealth management
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Strong knowledge of Xplan
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Experience managing workflows and operational processes
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An understanding of financial advice compliance and record keeping
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Previous experience leading administration or client services staff
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Strong organisational and problem-solving skills
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Excellent attention to detail
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Confidence working directly with senior management and advisers
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A proactive, hands-on approach
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A genuine interest in improving systems, processes and efficiency
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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