Job Description

Centrepoint Group of Companies – Southport QLD

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Centrepoint Alliance is looking for a highly capable Regional Manager to partner with financial advice firms across the Centrepoint network and support their growth, efficiency, profitability and long-term sustainability.

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This role is ideal for someone who can combine relationship management, consultative sales and practice development expertise in the financial advice sector.

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As Regional Manager, you will provide business-to-business solutions to advice firms, helping them improve EBIT, build scalable and efficient operating models, and maintain strong governance and client outcomes.

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You will build strong internal and external relationships, identify growth opportunities, support recruitment activity and contribute to the ongoing success of Centrepoint Alliance’s advice community.

Partnering with Financial Advice Firms n

Centrepoint Alliance is looking for a highly capable Regional Manager to partner with financial advice firms across the Centrepoint network and support their growth, efficiency, profitability and long-term sustainability.

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This role is ideal for someone who can combine relationship management, consultative sales and practice development expertise in the financial advice sector.

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As Regional Manager, you will provide business-to-business solutions to advice firms, helping them improve EBIT, build scalable and effective operating models, and maintain strong governance and client outcomes.

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You will build strong internal and external relationships, identify growth opportunities, support recruitment activity and contribute to the ongoing success of Centrepoint Alliance’s advice community.





What you'll actually do n

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- Grow adviser numbers across self-licenced and licenced firms in line with agreed performance indicators.
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- Identify, build and maintain relationships with prospective and existing advice firms.
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- Develop a strong pipeline of opportunities through networking, referrals, events and market engagement.
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- Deliver structured business appointments, meetings and client engagement activities.
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- Support firms to improve efficiency, profitability, sustainability and scalability.
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- Coordinate and promote Centrepoint Alliance services, initiatives and value propositions.
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- Track activity, opportunities and correspondence through Salesforce.
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You’re right for this if... nn
- You have strong financial planning industry knowledge and understand how advice practices operate.
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- You are confident building relationships with advisers, business owners, referral partners and internal stakeholders.
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- You can identify business needs and provide practical, commercially sound solutions.
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- You enjoy networking, prospecting and developing new opportunities.
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- You are organised, self-directed and comfortable working across a regional portfolio.
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- You communicate clearly and can present confidently at senior and business-owner level.
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- You take ownership,



follow through and work collaboratively to achieve outcomes.
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Essential experience nn
- Proven experience in the financial planning profession demonstrating consultative sales, business development or practice management experience.
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- Ability to grow, maintain and leverage professional networks.
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- Experience managing leads, opportunities and client engagement activity through a CRM.
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- Strong understanding of adviser businesses, licensee services and regulated financial advice environments.
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- Effective organisation, time management, communication and presentation skills.
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Bonus points for nn
- Business, commerce or equivalent tertiary qualifications.
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- Experience working in or closely with small business advice practices.
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- Strong territory management and market knowledge.
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- Public speaking, event hosting or presentation experience.
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- Familiarity with Salesforce CRM.
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- Copilot Studio, Azure AI, UiPath or Automation Anywhere experience.
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What we offer nn
- A relationship-focused role supporting a national community of financial advice professionals.
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- The opportunity to influence business growth, adviser engagement and practice development outcomes.
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- Collaboration with experienced internal teams across professional standards, practice development and licensee services.
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- A role where your market knowledge, relationship skills and commercial judgement can make a meaningful impact.
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- The chance to contribute to Centrepoint Alliance’s continued growth and support of quality financial advice.
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* No recruitment agencies please.

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📌 Regional Manager (City of Gold Coast)
🏢 Centrepoint Group of Companies
📍 City of Gold Coast