We are seeking an experienced Financial Planning Professional, including current or ex-financial planners wanting to transition to a Practice and Advice Support Manager role in our team in Maroochydore, Queensland. In this full-time role, you will play a crucial part in ensuring the smooth and efficient operation of our financial planning practice. Your focus will be on supporting our financial adviser and providing exceptional client service. This is a non-authorised representative role.What you'll be doingOversee and coordinate the administrative functions of the financial planning practice, including client file management, compliance, and reportingProvide high-quality support to our financial advisers including strategy formation, assisting with research, analysis, and the preparation of client recommendationsEnsure that all client interactions and communications are handled in a professional and timely mannerContribute to the development and implementation of practice management policies and proceduresAssist with the onboarding and training of new staff membersLiaise with external stakeholders, such as product providers and industry bodies, as requiredWhat we're looking forIdeally a current or ex-financial adviser with a minimum 5 years of experience as an authorised representative.Strong understanding of financial planning processes, compliance requirements, and industry regulationsExcellent communication and interpersonal skills, with the ability to build effective relationships with both clients and colleaguesProven track record of providing high-quality advice, administrative, and operational supportProficient in the use of financial planning software and technology, primarily Xplan.A commitment to delivering exceptional client service and contributing to the overall success of the practiceWhat we offerCompetitive salary and performance-based bonusesOpportunities for professional developmentSupportive and collaborative team environmentFlexible work arrangements and a focus on work-life balanceAbout usWe are a leading Self Licensed financial planning practice in Maroochydore, Queensland. We have a reputation for providing tailored, high-quality financial advice to individuals and families across Australia. Our team of experienced and qualified financial advisers is committed to helping our clients achieve their financial goals and secure their financial futures.If you're ready to join a supportive team and contribute to the ongoing success of our practice, we encourage you to apply now.
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