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Full Time Position - Monday - Friday - 38h/week
Hybrid or Remote
Offices in Broadbeach, Brisbane, Perth or Adelaide
Are you a purpose-driven leader with deep financial planning expertise and a passion for growing people, enhancing advice quality, and shaping the future of advice delivery?
PictureWealth
is seeking a dynamic
Advice Capability & Production Manager
to lead our adviser capability programs and drive the delivery of high-quality, compliant, and timely financial advice across our growing, tech-enabled business.
Why PictureWealth?
We're not your typical financial services company. As a leading FinTech in wealth and insurance, we blend expert human advice with powerful technology to help Australians live wealthier lives.
When you join PictureWealth, you'll benefit from:
Work your way
: Choose from our offices in Broadbeach, Brisbane, Perth or Adelaide – or work remotely.
Lead with impact:
Shape the future of financial advice by driving quality, compliance, and adviser development across a national team.
Values-driven culture:
Supportive, inclusive and focused on real client outcomes.
Grow with us:
Level up your career with leadership pathways, ongoing learning, and full access to our Employee Assistance Program (EAP) – available to your immediate family too.
Connection & community
: Enjoy regular team events, and thoughtful perks like fresh fruit, snacks and coffee when you're in the office.
About the Role
This is a leadership position overseeing two key areas:
Advice Capability
– driving adviser onboarding, training, technical development and Professional Year (PY) supervision.
Advice Production
– supporting Team Leaders, ensuring efficient workflows, and overseeing the consistent delivery of accurate and compliant advice documents.
You will play a pivotal role in lifting adviser competence, supporting operational efficiency, and maintaining PictureWealth's high-quality advice standards.
Key Responsibilities
Lead and support Team Leaders to manage workflow, quality and performance.
Oversee the delivery of compliant, high-quality Statements of Advice and Records of Advice.
Own the Advice Capability roadmap and deliver onboarding and ongoing training programs.
Coordinate all Professional Year (PY) requirements, supervision and competency milestones.
Provide structured coaching, technical guidance and capability uplift programs.
Use QA and audit insights to drive continuous improvement and stronger adviser outcomes.
Report on production performance, training outcomes and PY progress.
About You
You will be successful in this role if you have:
5+ years' experience in the financial planning industry.
Strong understanding of advice processes, compliance frameworks and quality standards.
Leadership experience within an advice, paraplanning or capability function.
Excellent coaching, communication and relationship-building skills.
Strong organisational capability and the ability to lead through change.
Proficiency with financial planning software (Xplan preferred).
Ready to Make a Difference?
If you want to lead meaningful change and elevate adviser capability across a growing national business, we'd love to hear from you.
Your application will include the following questions:
What's your expected annum salary?
How many years of experience do you have in Financial Planning?
What are your work rights in Australia?
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