Financial Planner Leader

5 days ago

Sydney, New South Wales, Australia beBeeLeadership Full time $125,693 - $138,510
Financial Planning Leadership Role

This is a leadership position in the financial planning team, responsible for providing strategic advice and guidance to clients.

The successful candidate will have a strong background in financial planning, with expertise in investments, personal insurance, government benefits, and child support.

They will also have excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.

The role involves leading a team of financial planners, providing coaching and mentoring, and driving continuous improvement through performance management and resource planning.

Key Responsibilities
  • Lead a team of financial planners to provide high-quality financial planning services to clients.
  • Develop and implement financial planning strategies to meet client needs.
  • Ensure compliance with relevant laws, regulations, and professional standards.
  • Manage budgets and resources to deliver services within targeted timeframes and budget.
  • Supervise direct reports to ensure they have the skills and knowledge required to perform their roles effectively.
Requirements
  • Seasoned financial planning professional with tertiary qualifications in Financial Planning.
  • Active membership in a relevant professional body.
  • Expertise in financial planning, investments, personal insurance, government benefits, and child support.
  • Strong understanding of compliance frameworks and regulatory environments.
  • Proven track record of negotiating effectively with financial institutions, benefit providers, statutory agencies, and other stakeholders on sensitive and multifaceted issues.
  • Natural leader with significant experience in building and nurturing high-performing teams.
  • Passionate about coaching and mentoring, fostering technical excellence, and driving continuous improvement through clear performance management and resource planning.
About Us

We are a dedicated NSW Government agency that protects, promotes, and supports the rights, dignity, choices, and wishes of our customers. We offer interesting, challenging, and rewarding work that has real purpose, along with flexible work options, various leave options, career development opportunities, and access to employee assistance programs and annual flu vaccinations.

What We Offer
  • Work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing).
  • Various leave options (recreation, parental, and flex leave of up to 24 days per year).
  • Career development including study leave and acting opportunities.
  • Access to Fitness Passport and employee assistance program, and annual flu vaccinations.

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