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Practice Manager

3 months ago

Ballarat, Victoria, Australia Mulcahy & Co Financial Services Full time

Ballarat Office:


With continued growth in our Financial Planning division our head office is seeking an experienced and motivated Practice Manager to join our team.

Our business offers an excellent opportunity for an ambitious person who is looking for an exciting and fast paced career.


Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, lending and marketing services.

We understand the importance of offering reliable, superior service to all our clients.

We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.


Our team is over 170 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.


Apply
The Role:

  • Set, meet and exceed KPI's across the financial planning group.
  • Manage and report on budget.
  • Set development plans for key staff members.
  • Coach and mentor key staff
  • Collaborate across sites/divisions to ensure leads are generated to Financial planning group

To be successful in the role your will need:

Essential qualifications:

  • Relevant tertiary qualification

Desirable qualifications:

  • Completion of a Financial Adviser Standards and Ethics Authority (FASEA) approved bachelor's degree or equivalent
  • Completion of the FASEA exam
  • Graduate Certificate of Financial Planning
  • Graduate Diploma of Financial Planning
  • Bachelor of Commerce
  • Master of Financial Planner
  • 5 years' experience is running practice.
  • Competent in Xplan
  • Competent in Karbon
  • Competent in Commpay

Essential qualities or behaviours:

  • Strong influencing and negotiation skills.
  • Ability to drive and develop internal and external relationships.
  • High attention to detail.
  • Excellent written and verbal organisational and communication skills.
  • Enjoy working autonomously as well as within our talented team.
  • Committed to ethical and compliant dealings with clients.
  • Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
  • Excellent Financial skills.
  • The ability to manage a changing environment.
  • Organisational Skills.
  • A willingness to work with others and respect their views and opinions.
  • Honesty and fairness in dealing with other people.
  • Commitment to the culture and values of Mulcahy & Co

Employment benefits include but not limited to:

  • Flexible working arrangements.
  • Mentoring, training and support through our vast senior team.
  • Competitive remuneration based on experience.
  • Supportive team environment where we all love to help each other to get great results for our clients.
  • Support for further study.
  • Delivery of dynamic & forwardthinking client service.
Are you ready for an exciting new challenge as part of a high performing team?

To apply, please submit your cover letter and résumé or for a confidential discussion, please contact Tasia Hull on

Apply