_{27th May, 2025}

About the role:
The role is an integral part of our clients success. Reporting into the General Manager, you will have ownership of:

• The day-to-day leadership and operations of the back-office team
• Delivery and development of efficient processes and procedures to support the provision of compliant holistic advice services for both prospective and ongoing clients
• Setting the standard for client service and client engagement
• Ensuring all service obligations are met

About You:
You above all will be someone who just loves to get stuff done! You love getting involved and when you see something that needs doing, you get on with doing it! You get your biggest kicks out of coaching a team and seeing them grow and be successful. Their success is your success.
The successful person must have:

• 5+ years experience in the financial advice industry
• 2+ years of people leadership experience
• Proficiency in Xplan

It is desirable for the person to have:

• A Bachelors degree in business, commerce, finance or similar
• Ideally a qualification in financial advice (such as a Diploma of Financial Service, Financial Planning)
• Clear understanding of the advice industry history and the upcoming legislative environment
• A history of communicating and presenting to senior stakeholders

For a confidential chat please call Chris Gordon on 0451 129 269 or apply using the link.

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