Manager - Financial Planning

Job Title: Manager - Financial Planning
Contract Type: Permanent
Location: Sydney
Reference: 2695924
Contact Name: Keiron Smith
Contact Email:
Job Published: March 16, 2018 11:02

Job Description

This is a great opportunity to take your financial planning and leadership experience to a new role.

This company is a key player within the Financial Planning industry who has a strong reputation for delivering high quality, consistent advice through its planner network.

This role will see you:
  • Managing a team of Financial planners, client service and support staff
  • Ensuring sales targets are met through active mentoring and coaching of the team
  • Identify new business opportunities and ensuring all compliance obligations are met
  • Using your highly developed relationship building and stakeholder management skills
Experience ideal for this role:
  • Prior experience in a leadership role within superannuation and/or Financial Planning
  • Exposure or a strong knowledge of legislation and compliance regulations for the Financial Planning industry
  • Strong relationship management, negotiation and stakeholder management skills
  • Experience in delivering strategic change and key projects
  • Relevant industry qualifications – CFP or currently working towards CFP preferred
  • Degree qualified in a related discipline such as Commerce, Applied Finance etc
If this role is for you then apply now or for a confidential discussion please call Keiron Smith on 02 9346 5296.

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