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 opportunity 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 explicit 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