Practice Manager Independent Financial Panning Boutique
-Inner Eastern/Bayside Location – Proven track record in advising /paraplanning/compliance -Opportunity to move into management & progress your career
THE COMPANY?
This is an exceptional opportunity to work for a truly independent Wealth Management Firm providing an exceptionally high level of service for their clients. Founded in 2003 this business has quickly been recognized as one of Melbourne¹s leading providers of holistic ethical advice and has over $1Billion funds under advice. Although their client base is diverse, the majority of clients are people who are self funded retires, self employed people and high net worth individuals.
THE ROLE?
Reporting directly to the Founder and Senior Financial Planner, you will be working closely with experienced & top performing client services and paraplanning teams and your responsibilities will include but not be limited to:
– Driving efficiency change in the Paraplanning and Client Services team with review of current procedures and use of technology -Assisting with the hiring and induction of new staff members -Liaising with clients and product providers -Managing the workflow of the Client Services and Paraplanning team -Product Attending APL meetings -Staff management including, annual reviews and performance management -Implementing marketing initiatives for the company & PD days -Providing general support to the Advisers
THE CANDIDATE
To be successful in this role you will need a minimum of 5+ years experience working in a Financial Planning firm in a relationship management, planning or technical capacity. You will have an excellent working knowledge of insurance, investments & superannuation products and processes and some experience in writing Statements of Advice.
-To be successful you will have the following skills: -Efficiency and organized -High level of attention to detail -Proven track record in the management field -Strong writing and numerical skills -Work well under pressure
You will be working in a friendly environment with some of the best Advisers in the industry, with plenty of support towards your own training and development and great opportunities for career progression in the long term.
For more information or a confidential discussion, please contact:
Kiera Brown Principal Consultant FS Recruitment Solutions www.fsrecruitmentsolutions.com.au
kbrown@fsrecruitmentsolutions.com.au 0409 598 111
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