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Financial Planning Manager
3 weeks ago
Salary is negotiable
- Location: Parramata | Hybrid
- 6 Months Contract with potential to extend
- We are looking for Financial Planning who will be responsible for providing financial planning advice and services that meet client needs, comply with legislative requirements, and are consistent, efficient, and effective.
**Key Accountabilities**:
- Manage the delivery of financial planning services to ensure high-quality, consistent, cost-effective, and timely service delivery within budget, compliant with legislative requirements, and consistent with industry best practice.
- Administer financial, insurance, and budgeting advice to clients to secure financial assets and ensure receipt of benefits and entitlements.
- Regularly monitor controls and procedures for opportunities to improve and ensure ongoing alignment with best practices.
- Assist in adjusting changes to internal processes as a result of changes in legislation. This includes assisting in the preparation of responses for proposed changes that may impact clients.
**Qualifications and Experience**:
- Bachelor's degree in Finance, Economics, or a related field (Master's degree preferred).
- Proven experience in financial planning, with a minimum of 3 years in a managerial role.
- In-depth knowledge of financial planning regulations, legislative requirements, and industry best practices.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to lead and motivate a team to achieve targets and deliver outstanding service.
**Further information upon request.**Sam Sargado**
**Account Manager (Category A&B)**
**Direct: 0482 077 303**
**1.15, 98 Gloucester Street, Sydney, NSW, 2000**
For this and other opportunities:
“We encourage people with disabilities and from other diverse backgrounds to apply. We do not discriminate based on disability.”
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