Our client is a rapid growing Financial Planning practice in the heart of Sydney CBD. The successful candidate is responsible for managing a team of Client Service Officers and administration staff while helping improve effciency and client experience.

Key Responsibilities:

- Partner with compliance, operations and technology stakeholders to assist in implementing new systems, automation and process improvements.
- Develop team training and support materials for new technologies and processes.
- Monitor service delivery against compliance and audit requirements.
- Assist with implementation of process changes arising from compliance reviews, audits and regulatory changes.
- Promote a strong culture of compliance and accountability throughout the team.

Key Requirements:

- Minimum 5 years’ experience in financial planning client services, operations or practice management.
- Experience leading, coaching and developing teams.
- Experience with workflow automation and process improvement initiatives.
- Strong working knowledge of compliance obligations within financial advice practices.
- Excellent communication, stakeholder management and relationship-building skills.

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📌 Client Services Team Lead (Sydney)
🏢 The Andersen Partnership
📍 Sydney