Financial Advisor Manager - Adelaide

Reference Number:
3012770 - 15
$150000 to $170000
Work Type:
  • 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
Experience Required:
  • 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
Qualification/s required:
  • 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
Please note ALL applications will be treated in strictest confidence
Don’t miss out and APPLY NOW!!
Date Posted:
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Consultant contact details

Consultant name: Toby Walsh

Email address:

Phone number: 0404 971 247