Head of Shadforth QLD

3 weeks ago

Brisbane, Queensland, Australia IOOF Holdings Limited Full time
Lead Our Shadforth Business in Queensland

We are seeking an exceptional leader to head our Shadforth business in Queensland. As the Head of Shadforth QLD, you will be responsible for the overall performance of the State and the delivery of agreed growth plans.

Key Responsibilities:
  • Support the company's goal of being the pre-eminent provider of wealth management services in the State
  • Lead and mentor the state's Private Wealth Advisers towards delivering agreed client service standards, together with their individual and the State's collective growth and sales performance targets
  • Work collaboratively with the National Head of Operations and Governance, National Head of Advice, and local State Operations Manager to implement agreed national policies, standards, processes, and procedures
  • Lead, cultivate, and develop a Professional Services culture in the State that while focused on the local market has a national presence and personality
  • Responsible for building a strong presence in the State market and be the face of Shadforth externally to support the building of the firm
What You Will Bring:
  • Proven track record in leading and motivating a large advice team
  • Solid financial planning experience
  • Passion for sales and developing referral sources for new business
  • Strong marketing, sales, and client service leadership experience
  • Ability to manage change and lead the team with influence
  • Tertiary and Industry qualifications

We are committed to helping people achieve real financial independence. If you are passionate about delivering exceptional client service and leading a high-performing team, we encourage you to apply for this exciting opportunity.

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