Practice Manager Queensland

2 days ago

Brisbane, Queensland, Australia Capstone Financial Planning Full time $100,000 - $120,000 per year

PRACTICE MANAGER - QUEENSLAND

Who we are.

Established in 2002, Capstone Financial Planning is one of Australia's largest and most technologically dynamic financial services licensees. We are highly respected with an outstanding professional reputation as a full-service licensee.

Capstone is focused on providing our financial advisers with all elements of support required for their specific stage of the business life cycle, as we understand that no business is the same.

Our internal support teams help our advisers drive technology based efficient outcomes through the advanced use of XPlan financial planning software, third party software and AI.

The opportunity.

We have an exciting opportunity based in Brisbane for an enthusiastic Practice Manager to join our team.

Working directly with the Executive Manager Growth & Development you will be a key contributor to our ongoing growth and innovation through your proven capability to recruit and coach financial advisers.

The role offers excellent scope for you to display and enhance your current skill set whilst supporting the ongoing innovation of the overall business.

This exciting and self-fulfilling role requires you to:

  • Attract and retain financial advisers / practices

  • Proactively service the needs of a panel of advisers by:

  • coaching, mentoring, and supporting the practice

  • assisting the development and implementation of business plans
  • establishing or enhancing their practice business model
  • supporting the practice to develop a robust value proposition
  • helping to create their business efficiency plans
  • driving the development of referral networks
  • ensuring adviser / practice retention
  • supporting acquisition and succession plans

Why join us?

  • Innovative, flexible, and enjoyable working environment
  • Attractive remuneration
  • Job security
  • Great work/life balance
  • Supportive environment
  • Industry leading financial adviser and accountant value proposition

Skills & Experience.

  • Experience with coaching and developing financial advisers / practices
  • Proven ability to recruit and retain financial advisers
  • Excellent industry networks
  • First class relationship management skills
  • Sound financial planning technical and compliance knowledge
  • Professional and mature outlook
  • Strong commercial acumen and small business knowledge
  • Leadership, communication and influencing skills
  • Highly organized
  • Tertiary qualified in a relevant discipline

How to apply

If you have the necessary skills and experience, we are looking for, we would love to hear from you

To register your interest in this exciting opportunity, please email click the 'APPLY' button and attach a copy of your CV and a detailed cover letter outlining your relevant experience, or email …and tell us why you are the one we are searching for

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