Head of Advice for NSW - Sydney CBD Location

Job Title: Head of Advice for NSW - Sydney CBD Location
Contract Type: Permanent
Location: Sydney
Start Date: ASAP
Reference: 2737866
Contact Name: Toby Walsh
Contact Email:
Job Published: May 14, 2018 17:09

Job Description

My client is a highly reputable well established large financial services firm and an exciting, challenging and rewarding opportunity has arisen to lead the NSW Financial Advice team to be be based in the Sydney CBD offices.  This role is a permanent position and the role will be looking after the Private Advisor division reporting to the General Manager.

Responsibilities of the role include: 
  • Responsible for P&L growth of the practice.
  • Manager a team of 40 direct staff (Private Client Advisers and Associate Advisors)
  • Leading, coaching and developing other leaders in the Practice including succession planning for the Practice. 
  • Manage people issues (i.e. performance, grievances, restructures and workforce change, etc) 
  • Ensure effective and efficient processes are in place across all parts of the practice, ensuring consistency with the broader Advice business and continued cost management. 
  • Responsible for all facets of the practice(s) management including but not limited to people, processes, new client acquisitions, existing client servicing and retention, growth, cost management, profitability, compliance culture and ad-hoc projects.
  • Formulate and implement Practice strategies and operating plans that flow from the overall business planning process.
  • Ensure advice is delivered in accordance with advice standards, ensuring adherence to compliance and client service standards.
Experience required:

• Strong industry and proven Advisor leadership/ management experience 
• Experience in leading teams on a significant change journey.
• Demonstrable successful experience in leading a growing professional services organisation, including experience in managing direct reports.Strategic planning skills with a capacity to translate plans into implementation activities.
• High level interpersonal skills, emotional intelligence and empathy. 
• Experience managing risk and the corporate governance and compliance issues of a financial planning practice

Qualification/s required:

• DFP qualification as a minimum, as well as relevant degree desirable.  

To be considered for this highly rewarding leadership role please click the "APPLY" button to forward a copy of your resume in strictest confidence.  Alternatively, to find out more about this role please contact Toby Walsh from Ensure Recruitment on 0404971247 or email

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