Grow and Lead High Performing Financial Team

6 days ago

Sydney, New South Wales, Australia beBeeLeadership Full time $120,000 - $180,000
Leadership Role in Financial Planning

We are seeking a dynamic and experienced leader to join our financial planning team. As a Partner, you will have the opportunity to lead and grow a high-performing team of professional financial advisers and associates.

The role is focused on driving strategic direction, operational excellence, and maintaining a client-centric culture while leveraging the backing of a major financial services group.

  • Lead, inspire, and develop a team of financial advisers and associates
  • Build a supportive and collaborative team culture that encourages sharing of knowledge and resources
  • Execute a strategic growth plan that drives both client acquisition and retention
  • Oversee the performance of the business
  • Foster a culture of trust, transparency, and respect in client relationships

Requirements:

  • A FASEA-approved degree or an equivalent qualification in financial planning (essential)
  • An advanced diploma in financial planning or CFP accreditation (highly regarded)
  • 10+ years' experience as a financial adviser
  • 5+ years' experience in leading a team in financial services

About Our Culture:

Our unique culture is underpinned by three organisational behaviours: Stretch, Own it, Make an impact. These drive our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

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