Financial Services Director - Head of Financial Advice
Exciting Opportunity: Lead the Future of Financial Services with Our Client
Our client, a well-regarded accounting and financial advisory firm with a strong presence across regional NSW, is seeking an experienced and dynamic leader to shape the future of their financial planning division. This permanent opportunity located in
Tamworth
will be pivotal in fostering growth, cohesion, and operational excellence within a dedicated team of professionals.
Position: Financial Services Director
As the Financial Services Director, the first 12 months will see you:
Lead a focused initiative to improve processes, establish streamlined workflows, and build a seamless, client-centred advisory experience.
Drive enhancements across operational practices, ensuring compliance and efficiency in line with the highest industry standards.
Cultivate a culture of collaboration, trust, and accountability, setting a strong foundation for long-term team success and growth.
What We're Looking For:
Proven leadership in financial planning or related services, with a robust background in compliance, operations, and process optimisation.
The ability to inspire and engage a diverse team, fostering collaboration across regional offices and strengthening a high-trust environment.
Exceptional relationship management and communication skills, critical for achieving early wins and sustainable success.
A long-term commitment to impactful leadership, with the flexibility to reside in or relocate to the region.
This is a rare opportunity to lead transformative change in a respected firm, guiding the team towards operational excellence and long-term success. Join our client to make a lasting impact in a role where your leadership will drive real results.
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