Job Title:
A seasoned Financial Planning professional is sought to lead an experienced team of specialists delivering Private Wealth strategies for clients.
The successful candidate will be responsible for the day-to-day management of a financial planning business, with a strong focus on workflow management, technology and system implementation, training and mentoring, governance and financial management.
About You:
To be considered for this role you will have previous experience working within Financial Planning. Ideally you will also need:
- 5 years working within a Financial Planning business in a management or paraplanning capacity
- Relevant tertiary qualification
- Demonstrated experience in practice management and operational procedures
- Excellent time management and organisational skills
- Excellent communication and people skills
- Strong computer skills with Xplan and Microsoft Office suite experience.