We are seeking an experienced Financial Planning Professional, including current or ex-financial planners wanting to transition to a Practice and Advice Support Manager role in our team in Maroochydore, Queensland. In this full-time role, you will play a crucial part in ensuring the smooth and efficient operation of our financial planning practice. Your focus will be on supporting our financial adviser and providing exceptional client service. This is a non-authorised representative role.
What you'll be doing
1. Oversee and coordinate the administrative functions of the financial planning practice, including client file management, compliance, and reporting
2. Provide high-quality support to our financial advisers including strategy formation, assisting with research, analysis, and the preparation of client recommendations
3. Ensure that all client interactions and communications are handled in a professional and timely manner
4. Contribute to the development and implementation of practice management policies and procedures
5. Assist with the onboarding and training of new staff members
6. Liaise with external stakeholders, such as product providers and industry bodies, as required
What we're looking for
1. Ideally a current or ex-financial adviser with a minimum 5 years of experience as an authorised representative.
2. Strong understanding of financial planning processes, compliance requirements, and industry regulations
3. Excellent communication and interpersonal skills, with the ability to build effective relationships with both clients and colleagues
4. Proven track record of providing high-quality advice, administrative, and operational support
5. Proficient in the use of financial planning software and technology, primarily Xplan.
6. A commitment to delivering exceptional client service and contributing to the overall success of the practice
What we offer
1. Competitive salary and performance-based bonuses
2. Opportunities for professional development
3. Supportive and collaborative team environment
4. Flexible work arrangements and a focus on work-life balance
About us
We are a leading Self Licensed financial planning practice in Maroochydore, Queensland. We have a reputation for providing tailored, high-quality financial advice to individuals and families across Australia. Our team of experienced and qualified financial advisers is committed to helping our clients achieve their financial goals and secure their financial futures.
If you're ready to join a supportive team and contribute to the ongoing success of our practice, we encourage you to apply now.
#J-18808-Ljbffr