Practice Manager - Wealth Management team
We're looking for a highly capable Practice Manager to lead the operations of our Wealth Management division. This is a key full-time, in-office leadership role responsible for driving efficiency, supporting advisers and ensuring a high-performing, compliant and client-focused environment.
At Count Gold Coast, our wealth management team consists of highly driven professional Advisers supported by a motivated and organised adviser support team. We pride ourselves on having a dynamic, inclusive culture and continually look for ways to support our team and celebrate success. We have a large and loyal client base and focus on delivering high-quality, holistic advice.
Qualifications
* 5+ years' experience in financial planning operations
* Strong understanding of the advice/wealth management industry
* Experience with advice software (Xplan preferred)
* Proven leadership and team management skills
* Highly organised with strong attention to detail
* Process-driven with a continuous improvement mindset
* Confident communicator with strong stakeholder engagement skills
What You'll Do
* Workflow management across the Wealth team
* Project coordination and implementation of key initiatives
* Team leadership, including onshore and offshore staff
* Training and development of team membersi>
* Oversee day-to-day operations of the division
* Reporting and insights to senior leadership
* Identify and drive operational efficiencies
* Audit and compliance management in line with regulatory requirements
What We Offer
* A seat at the table of a progressive, growing advisory firm
* Genuine work life balance with flexible working options (WFH and flexible work times)
* Competitive salary, tailored to your experience and contributions, including quarterly performance bonus and other incentives (9 day fortnight)
* Ongoing professional development and support for your career goals
* Modern software and systems to help you focus on what matters most
* A positive, people-first culture that celebrates both individuals and team success
Remote/Visa applicants need not apply
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