Job Description
We're partnering with a well-established and growing wealth advisory business seeking a Senior Operations and Practice Manager to lead their advice operations function.
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This is a high-impact leadership role where you'll drive operational excellence, improve adviser productivity, and build scalable processes across paraplanning, client services, and operations.
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You'll work closely with senior leadership to translate strategy into consistent, high-quality delivery.
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If you're a strong people leader with a commercial mindset and deep experience in advice operations and people management, this is an chance to step into a role where you can genuinely shape outcomes.
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Leadership Role in a growing HNW financial advice business
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Work closely with senior stakeholders and shape operational strategy
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What You'll Be Doing
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Lead & Develop High-Performing Teams
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Coach and mentor team Leaders and an operations Manager
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Build a culture of accountability, collaboration, and client focus
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Set clear expectations around performance, workflow, and service delivery
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Drive Operational Excellence
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Ensure smooth day-to-day operations across advice support teams
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Identify and resolve inefficiencies, bottlenecks, and risks
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Act as the escalation point for complex operational challenges
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Partner with advisers to optimise workload and capacity
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Remove operational friction impacting client outcomes
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Align team capability with adviser demand
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Own Performance Reporting & Insights
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Deliver clear insights across workflow, utilisation, and capacity
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Use data to influence decision-making and improve performance
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Ensure compliance with regulatory and governance frameworks
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Act as a key owner of advice systems (e.g. Xplan)
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Lead and embed operational improvement initiatives
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About You
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8+ years' experience in financial advice operations, paraplanning, or client services. High-net-worth client experience highly regarded.
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Proven leadership experience managing managers and/or teams
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Strong track record of driving operational improvement and change
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Commercial mindset with experience in capacity planning and workflow management
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Confident engaging with advisers and senior stakeholders
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You are:
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A strong people leader who builds accountability and capability
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Commercially aware and outcomes-driven
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Highly organised with strong execution discipline
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Data-savvy and comfortable making informed decisions
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Calm, pragmatic, and solutions-focused
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📌 Senior Operations And Practice Manager (Victoria)
🏢 Kaizen Recruitment
📍 Victoria