Practice Manager

1 week ago

Adelaide, South Australia SA Wealth Group Full time $120,000 - $180,000 per year

SA Wealth Group are seeking an experienced Practice Manager to join our team, on a full-time basis. Join an award-winning financial services team and help clients achieve their goals.

About SA Wealth Group

SA Wealth Group is a leading multidisciplinary financial services firm, integrating financial planning, lending, tax and property advisory under one roof. Recognised nationally as Best Large Non-Franchise Firm, we're a high-growth, values-driven company redefining the client experience while building a remarkable place to work. We help professionals, business owners, and families build, protect, and grow their wealth. Our team is values-driven, collaborative, and passionate about making a real impact for our clients and each other.

The Role

As Practice Manager, you'll be the operational backbone of the firm, ensuring advisers, brokers, and support staff can focus on delivering outstanding client service. Your responsibilities will include:

  • Leadership & People Management – coach and support a small but talented team; foster a positive, high-performance culture.
  • Operational Oversight – manage daily workflows, scheduling, and resource allocation across financial planning and mortgage brokering functions.
  • Compliance & Risk – maintain and improve processes to meet all regulatory and licensee requirements.
  • Financial & Business Support – monitor budgets, manage supplier relationships, and report on key metrics.
  • Process Improvement – identify efficiencies, implement new systems, and drive continuous improvement across the practice.

About you

  • Proven experience in practice or operations management within financial planning, mortgage brokering, or a related professional services environment.
  • Strong knowledge of compliance obligations (ASIC, NCCP, and relevant financial services regulations).
  • Excellent leadership, organisational, and communication skills.
  • Confident with CRM and workflow management systems; comfortable improving processes and introducing technology solutions.
  • A collaborative mindset and the ability to build trust with advisers, brokers, support staff, and clients alike.

Why Join Us

  • Be a key decision-maker in a growing, client-focused firm.
  • Competitive salary package with performance incentives.
  • Ongoing opportunities for professional development and career progression.

Ready to take the next step?

Click Apply and upload your CV and a brief cover letter outlining your experience and why you'd be a great fit.

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