POSITION FILLED | Operations / Practice Manager, Melbourne – $150k

POSITION FILLED | Operations / Practice Manager, Melbourne – $150k

Recruit 2 Advice | Financial Planning Recruitment | Practice Management

Mature Boutique Practice

Key Leadership Role

HNW Sophisticated Clients

Drive Process Improvement

The Business

Boutique predominantly HNW client advice business in Melbourne, with three Senior Advisers, two Associate (PY) Advisers and 10 support staff; PP & Client Service Teams, Admin and Reception.

International Ownerships & Resources; the firm is part of a consortium of boutique client-centric financial advisers that deliver leading expertise through highly personalised, bespoke client service.

The Role

You will actively manage, coach and develop a team of Client Services, Administration and Paraplanning personnel with a hands on approach. Show me don’t tell me leadership is required to foster and inspire teamwork, build moral and a culture of process improvement.

You will drive daily/weekly WIP, Xplan performance and undertake business wide process re-engineering projects. Always focussed on client service delivery, supporting the team of Advisers and keeping an eye on the future.

As the Operations Manager you will provide formal management reports and regular updates on risks and opportunities for the business.

The Person

You will demonstrate 3 years’ experience in a busy financial planning practice leading and managing a team of staff either in a Senior Administration or Operations/Practice Manager role.

High level experience with Xplan, working knowledge of producing advice documentation and strong compliance orientation are a must. You will have experience managing WIP and delivering management reports.

Ideally you will have worked through a variety of back office roles in Client Services, Adviser support and Xplan administration, paraplanning would be beneficial.

The Benefits

The opportunity to apply your professional leadership capabilities in a high end fee for service financial planning firm. Focus on process efficiency and developing a team of dedicated staff delivering great client outcomes and service.

Display your passion for Financial Advice, with input into the future direction and shape of the business with collaborative management and national support.

Flexible working conditions on agreement once established in the business.

Continued growth into the business leading to personal ongoing development and scope to manage additional firms within the broader company.


Base salary negotiable “subject to experience” circa $140-160k plus super.

The business wants to recognise your contribution and reward your success.

Job Category: Practice Manager IFA
Job Type: Full Time
Job Location: Melbourne
Experience: 1-3 Years 3-5 Years 5 Years plus
Salary Range: $150k +

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