Overview

The Advice Team Manager leads a medium-sized advice delivery team or multiple small teams and is accountable for their collective service, quality, risk, people and productivity outcomes. Depending on the operating model, the role may directly lead Financial Advisers or General Advice Specialists, or lead through Advice Team Leaders responsible for Paraplanning and Advice Services teams.
The role translates Advice Delivery priorities into team plans, resource and capability requirements, performance expectations and operating practices. It is accountable for end results across the teams within its remit, including service, quality, risk, people, productivity and the sustainable delivery of client commitments.
As a frontline leader, the Advice Team Manager balances day-to-day delivery with forward planning, capability development, client commitments, risk management and the implementation of improved technology and ways of working.

Key accountabilities and main responsibilities

Strategic focus

- Work with the Advice Senior Manager and relevant stakeholders to translate the Advice Delivery strategy and annual operating plan into clear priorities and plans for the team.
- Determine and manage team capacity, resource allocation, delegated budgets and capability priorities to meet service, quality, risk, productivity and client expectations. Establish team operating requirements within approved policies, escalated material constraints and recommend required investment, workforce or policy changes.
- Use member, adviser, client, operational and quality insights to identify trends,



resolve issues and recommend improvements to team practices and the service experience.
- Provide transparent, evidence-based advice to leaders on team performance, resource requirements, delivery risks and improvement opportunities.
- Identify and sponsor service, process, technology and operating model improvements across the teams within the role’s remit, define the required business outcomes and lead implementation with Advice Enablement, Advice Assurance, Client Partnerships, Technology and Operations.
- Ensure operational commitments and client expectations are understood, tracked and delivered, with issues escalated early and transparently.

Operational management

- Own the day-to-day operational performance of the team, ensuring consistent service, productivity, quality and member outcomes across the activities within the role’s remit.
- Set and maintain the operating rhythm, performance standards and management controls for the teams within the role’s remit, covering capacity, workflow, service delivery, issue resolution, change readiness, decisions and action tracking.
- Manage team resources and workflow to balance demand, service standards, employee wellbeing, regulatory obligations and commercial outcomes.




- Lead implementation of process improvements and operational efficiencies that enhance service outcomes and productivity.

People leadership

- Develop the capability and effectiveness of direct reports, including Advice Team Leaders where applicable, and ensure consistent leadership, performance management, succession planning and career development practices across the teams within the role’s remit.
- Set clear goals and expectations and provide regular feedback, recognition, performance support and career development for direct reports.
- Build team capability to navigate change, manage complexity, use data effectively and make timely decisions within agreed accountabilities.
- Promote psychological safety, constructive challenge, accountability and collaboration, while ensuring conduct or performance concerns are addressed promptly and fairly.
- Monitor engagement, workload, capability and wellbeing themes, and act where these may affect retention, service quality or sustainable performance.

Governance & risk

- Maintain first-line accountability for a strong risk and compliance culture within Advice Delivery.
- Ensure advice and related services are delivered within the applicable licence, approved advice frameworks, policies, procedures, client requirements and regulatory obligations.
- Partner with Advice Assurance, Risk, Compliance and Legal to interpret obligations, respond to incidents and complaints, and implement sustainable control improvements.
- Oversee timely completion of quality, audit and control actions and ensure recurring themes are addressed t

📌 Team Manager, Advice (Sydney)
🏢 Link Group
📍 Sydney