Practice Manager - Wealth Management team We’re looking for a highly capable Practice Manager to lead the operations of our Wealth Management division . This is a key full-time, in-office leadership role responsible for driving efficiency, supporting advisers and ensuring a high-performing, compliant and client-focused environment. At Count Gold Coast , our wealth management team consists of highly driven professional Advisers supported by a motivated and organised adviser support team. We pride ourselves on having a dynamic, inclusive culture and continually look for ways to support our team and celebrate success. We have a large and loyal client base and focus on delivering high-quality, holistic advice. Qualifications 5+ years’ experience in financial planning operations Strong understanding of the advice/wealth management industry Experience with advice software (Xplan preferred) Proven leadership and team management skills Highly organised with strong attention to detail Process-driven with a continuous improvement mindset Confident communicator with strong stakeholder engagement skills What You’ll Do Workflow management across the Wealth team Project coordination and implementation of key initiatives Team leadership, including onshore and offshore staff Training and development of team membersi Oversee day-to-day operations of the division Reporting and insights to senior leadership Identify and drive operational efficiencies Audit and compliance management in line with regulatory requirements What We Offer A seat at the table of a progressive, growing advisory firm Genuine work life balance with flexible working options (WFH and flexible work times) Competitive salary, tailored to your experience and contributions, including quarterly performance bonus and other incentives (9 day fortnight) Ongoing professional development and support for your career goals Modern software and systems to help you focus on what matters most A positive, people-first culture that celebrates both individuals and team success Remote/Visa applicants need not apply #J-18808-Ljbffr
Practice Manager - Wealth Management Team
AT
gold coast city, gold coast city
Published 4 days ago
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