Practice Manager (Adelaide)

Practice Manager (Adelaide)

05 Sep
|
Minerds Bell Consultancy Group
|
Adelaide

05 Sep

Minerds Bell Consultancy Group

Adelaide

About us
Minerds Bell Consultancy Group is a fee based multi award winning financial planning business dedicated to delivering exceptional advice to our clients. We pride ourselves on our commitment to building lasting relationships with the professionals and clients we serve. Established more than 50 years ago, our team of 18 includes 6 fully qualified financial planners with combined advice experience of more than 80 years. Each is passionate about making a meaningful difference in the financial lives of those we advise. To us, it's personal.
About the role
We are seeking an experienced Practice Manager to join Minerds Bell Consultancy Group, based in Unley. This is a pivotal leadership role, managing the team and ensuring the smooth and effective operation of the practice while achieving our strategic and business goals.
As Practice Manager, you will be responsible for managing the team and the day-to-day operations of the business, ensuring that our practice operates to the highest standards. This position plays a crucial role in supporting our financial planners, allowing them to focus on delivering outstanding client outcomes.
What you'll be doing
Managing the team effectively to create a vibrant, positive, and productive culture.
Implementing our operational business and marketing plans
Overseeing the operational functions of the practice, including our business processes
Supporting the development and implementation of practice policies and procedures
Ensuring compliance with licensee and other regulatory requirements




Supervising and supporting administrative and support staff members
Liaising with external providers, including our licensee, IT service providers, and our bookkeeper.
Monitoring and reporting on business performance against plans and budget
What we're looking for
Proven experience as a Practice Manager or equivalent management role within a financial services environment
Experience in supervising and developing staff members
Strong knowledge of the financial planning process and regulatory compliance requirements
Strong financial literacy and business acumen
Excellent organisational and administrative skills with keen attention to detail
Demonstrated ability to manage multiple priorities and meet deadlines
Strong interpersonal and communication skills with the ability to work effectively with diverse teams
Strong interest in operational process improvement and use of AI tools and Agents
Problem-solving capabilities and a proactive approach to identifying operational improvements
What we offer
We are committed to a supportive and rewarding workplace for our team members. We offer competitive remuneration commensurate with your skills and experience, flexible arrangements that support work-life balance, opportunities for professional development and continued learning, a collaborative and inclusive team environment, and the chance to make a meaningful contribution to a respected and growing firm. We believe in investing in our people and fostering a culture where talent is recognised and nurtured.
#J-*****-Ljbffr

📌 Practice Manager (Adelaide)
🏢 Minerds Bell Consultancy Group
📍 Adelaide

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