Manager - Financial Advice Consultants

Job Title: Manager - Financial Advice Consultants
Contract Type: Permanent
Location: Sydney
Start Date: ASAP
Reference: 2810484 - 5
Contact Name: Toby Walsh
Contact Email:
Job Published: September 28, 2018 10:47

Job Description

My client is actively seeking a highly experienced Customer Service and Financial Advice Manager to lead a team of 6 phone based consultants based in the St Leonards offices.   

The Manager will lead the consultants in the implementation, compliance, delivery and support of the firms operational growth and retention strategy and other direct to customer initiatives.  The role requires both a customer and operational orientation with the ability to build relationships with key stakeholders, provide insights and feedback to the broader business and be proactive in delivering the desired business outcomes. You MUST come from a background in Advice (Paraplanner, Adviser) as well as experience managing a team.

Main responsibilities include:
  • Lead a team of 6 phone based general advice consultants with a variety of roles whilst supporting growth, tactical improvement initiatives and retention of the firms client base.
  • Provide detail performance reporting and customer insights to key stakeholders and the firms Customer Engagement leadership team so that they can respond more effectively.
  • Provide leadership, coaching and direction to the consultants 
  • Ensure one on one and goal discussions are held monthly with direct reports
  • Conduct performance management discussions where needed
Experience required:
  • Demonstration of strong leadership experience with customer facing staff
  • Clear understanding of the differences in levels of advice
  • Sound understanding of financial planning industry
  • Minimum 2 years experience in managing a team
  • Experience in either a Client Services OR financial planning OR paraplanning or working in a practice
  • Experience in facilitating coaching and performance led discussions with direct reports
Qualification/s required:
  • Minimum Diploma of Financial Planning Required
  • Personal Advice experience (Highly desirable)

This is a truly exciting and highly rewarding role not to be missed!  Make your mark and be a recognised leader.

To be considered for this exceptional role please click the "APPLY" button to forward copy of your resume in strictest confidence.   Alternatively to find out more about this role please contact Toby Walsh on 0404 971 247 or email

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