Operations / Practice Manager, Melbourne

3 weeks ago

Melbourne, Australia Recruit2Advice Full time

**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**:
Reporting to the Director of Practice Management you will oversee the day to day operations of a highly successful boutique firm in Melbourne servicing HNW and Wholesale clientele.

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**:
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.

**Remuneration**:
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 Years3-5 Years5 Years plus
- **Salary Range**:$150k +

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