Practice Manager

2 weeks ago


Melbourne, Australia Kaizen Recruitment Full time

Growing wealth management firm
- Career development opportunities
- Melbourne based | 120K - 140K including super

**About the Company**

Our client is a long-established Independent Financial Planning practice and Private Wealth Manager providing holistic financial advice to High Net Worth (HNW) clients. With the continuous growth of their business, they are searching for a Practice Manager to oversee and support the team in administrative operations across HR, marketing, and technology.

**Key Accountabilities**
- Support the Head of Operations across key business functions in HR, marketing, technology, and client services;
- Provide analytical reports to management to drive operational efficiencies;
- Review and enhance policies and processes to ensure compliance with ASIC regulatory requirements;
- Serve as administrative liaison between internal and external stakeholders;
- Manage oversight, training, and mentoring of staff members;
- Ensure proper documentation of updated policies and processes; AND
- Lead projects initiatives around process improvements;
**Technical Skills & Qualifications**
- Tertiary qualifications in Business/Accounting/Finance or similar fields;
- VCE certified or 12-year equivalent is a must;
- Sound knowledge of wealth management and financial products;
- Ability to work in a fast paced environment;
- Highly effective interpersonal and people management skills;
- Broad understanding of ASIC regulatory requirements; AND
- Excellent verbal and written communication skills that facilitate professional interactions with internal and external stakeholders across all levels of the business.

SCR-simon-gvalda


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