Virtual Agency Manager

2 months ago

Melbourne, Australia Wealth Axis Full time

**About us**:
By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core offerings include:

- Consultancy on Process Design & Technology
- CRM/XPLANCustomisation & Site Administration
- Revenue Management &Reporting
- Advice Creation (Paraplanning) & Quality Assurance
- Virtual Administration Agents
- Business Intelligence & DataAnalytics
and Ongoing Support Services for the above. Our people are important to us and we hope that you will play an significant role in our future successes.

Virtual Agency Manager

Full-Time, Work from Home (Anywhere in Australia)

Who are we?

Wealth Axis is a premier provider of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" process and procedures for dealer groups, practices, and financial advisers. Our core offerings include:

- Consultancy on Process Design & Technology
- CRM/XPLAN Customisation & Site Administration
- Revenue Management & Reporting
- Advice Creation (Paraplanning) & Quality Assurance
- Virtual Administration Agents
- Business Intelligence & Data Analytics
- Ongoing Support Services for the above.

As expert problem solvers we are in demand and growing fast. With our current team of over 20 people we are structured as a network organisation, with staff working from many different locations around Australia and the world. Our success is driven by our advocacy of technology, the technical competence of our team, and the strong relationships we foster with our clients.

What are we looking for?

We are looking for an enthusiastic and hands-on leader to take responsibility for our offshore staff. As an integral part of our management team you would enjoy supervising remote workers and motivating them to exceed expectations. The role would be the essential bridge between our valued clients and our talent pool, ensuring all deliverables are timely and of a consistent high quality.

Some of our key expectations in how you would run your team are:

- Daily "stand-up" meetings
- Providing continuous guidance and training
- Organising and allocating workflow
- Clearly identifying what the client wants
- Comfortable providing direct feedback
- Encouraging staff with both the "carrot and stick"
- Evaluating staff performance
- Monitoring time-management and billable hours

As a key liaison for our clients you will definitely need to be a "people-person" from the start. So if you have a passion for helping people, are hard-working and process driven then this may just be the career you have always wanted.

Next Steps

**Requirements**:
Must Haves

To be successful you will have plenty of experience using XPLAN, the current market leader in financial planning software. Ideally you will have experience with some of the advice modelling modules (XTOOLS, Wealth Solver, IPS) but must be absolutely proficient navigating client files and user workflow. We would also expect you to upskill your team regularly and be able to troubleshoot user issues.

The basic criteria that must be met, which you will be tested on, are:

- Know the Financial Planning Process inside-out
- Able to read and understand Statements of Advice
- Can prepare clear and concise documentation
- Clearly demonstrate technical and financial modelling skills
- Be comfortable and capable of communicating orally and in writing
- Able to provide constructive, clear feedback
- Be a willing participant in continuous learning
- Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
- Working cohesively with your peers and external stakeholders
- Have a tertiary or post-graduate degree, or a diploma certification, that qualifies you in Financial Planning
- Know your way around Microsoft Excel and Microsoft Word, and love it
- Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning...

...and most importantly:

- Pride in your work
- Passion for continuous improvement
- A good attitude

**Benefits**:
Why should you apply?

We offer a fast-paced and challenging work environment where you are well-supported to realise your potential. The top 3 reasons you want to work at Wealth Axis are:

- Be Innovative Innovation is at the core of our business, and drives our success in the rapid evolution of financial services.
- Great Culture We foster a culture of integrity, diversity, team work, respect and wholesome family values.
- Career Development Grow your career as we grow our business and enhance your capabilities in a firm committed to providing you with broad opportunities.

Moreover, that is not all. Our team also enjoy:

- Professional Development & Training

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