Attractive Incentives and Flexible working arrangements
Car Parking Available on-site
Positive and fun friendly team
Leading Innovative Financial Services Provider is currently in search of an experienced Financial Planning Manager to join the team based in Adelaide on a permanent basis. This truly is a highly rewarding role with an opportunity to make your mark and advance your career. The role is to directly manage a team of financial Advisers (including Associate Advisers) – approx. 15 direct reports. You will have proven track record and success in the leadership of Financial Advisers and have in depth knowledge of financial advice within Australia. Main responsibilities include:
Responsible for all aspects related to the people leadership of the Financial Adviser team, including Associate Advisers.
Leading, coaching and developing advisers to drive improvements in productivity, effectiveness, compliance
Driving new client and Practice growth by identifying and converting new business opportunities, including
Overall responsibility for people, processes, new client growth, existing client servicing and retention
Set & monitor KPIs for your team members and support them in achieving these targets
Strengthening profitability and financial results, compliance, culture as well as ad-hoc projects
Activity and sales management to drive adviser performance, efficiency, and ultimately profitability
Manage people issues (i.e. performance, grievances, restructures and workforce change, etc) with guidance from the Head of Advice
Take onboard adviser feedback and complex issues
Provide clear direction and inspirational leadership to all team members
Proven track record of leading, coaching and mentoring a team of Financial Advisers.
Well-developed knowledge of the Financial Services industry regulatory issues, compliance and standards(incl. education) is essential
General knowledge of Financial Services Licensee obligations
Experience in leading teams on a significant change journey
Experience managing risk and the corporate governance and compliance issues of a financial planning practice
Proven ability to hit and exceed revenue targets
DFP qualification as a minimum, as well as relevant degree desirable
To be considered for this rare and highly rewarding opportunity based in Adelaide, please click the “APPLY” button to forward a copy of your resume or to find out more information please contact Toby Walsh from Ensure recruitment on 0404 971 247 or email firstname.lastname@example.org
Please note ALL applications will be treated in strictest confidence Don’t miss out and APPLY NOW!!