Practice / Business Manager - Be the integrator in our financial planning firmReady to be the master integrator behind a financial practice that actually makes sense?Let's be real - most people's eyes glaze over when they hear "financial planning." But at Freeman Financial Group, we're different. We strip away the jargon and complexity to make wealth management feel less like a maze and more like a clear path forward. And now, we need someone exceptional to help us keep blazing that trail.Who We AreWe're not your typical financial planning firm. Peter Childe-Freeman, our founder, is a visionary who sees opportunities where others see obstacles. He's built a practice that's modern, dynamic, and genuinely focused on making a difference in our clients' lives. Whether it's planning for retirement, growing wealth, or securing family legacies, we do it with clarity and heart.Why Now?Here's the thing - we're at a pivotal moment. Peter's big ideas and entrepreneurial drive have created amazing momentum, and now we need someone exceptional to be the steady force that transforms innovative ideas into reality.About The Role: Practice Manager (Full-Time)This isn't just about maintaining the status quo – it's about building something special. You'll be the operational backbone of Freeman Financial Group, working directly with Peter to transform innovative ideas into reality. Think of yourself as the conductor of an orchestra, ensuring every element of our practice plays in perfect harmony.And here's the exciting part: as we continue to grow, so will this role, with a clear path to step up into a Head of Operations position.What You'll Actually Be Doing:The steady pulse of the organisation, providing the cadence that keeps everything moving forwardMake the tech work for us: Set up and optimise our CRM and other tools so they enhance what we do, not slow us downKeep the money flowing: Handle everything from bookkeeping to supplier reviewsCreate amazing client experiences: Design and deliver standout client journeys from first contact to long-term relationshipLead the charge on projects: Turn Peter's entrepreneurial energy into an executable strategyBuild the future: Help shape our processes, systems, and team culture as we growWho You Are:You're the ultimate integrator - connecting dots others don't even seeYou can switch seamlessly between strategic thinking and tactical executionYou're tech-savvy and can juggle multiple platforms without breaking a sweatYou bring a fun, upbeat energy while still being the steady hand that keeps things runningYou're a natural problem-solver who sees solutions where others see roadblocksYou can run with an idea without needing someone to hold your handYou're comfortable being the behind-the-scenes integrator, making everything work seamlesslyThe Must-Haves:5+ years of experience as a Practice Manager, Operations Coordinator, or similar roleBackground in financial planning, accounting, or financial servicesProficiency with key platforms like Xplan, Xero, and Microsoft OfficePrevious experience working in an AFSL is a bonus!Why You'll Love Working Here:Full-time role with family-friendly hoursBased on the beautiful Gold Coast, QLDCompetitive salary package, with annual bonuses.Be part of a practice that's actually making finance accessible and understandableWork with a leader who values initiative and fresh thinkingClear growth path to Head of OperationsA team that believes in balancing professionalism with personalityReady to Join Us?If you're excited about turning big ideas into reality, and being part of a financial practice that's doing things differently, we want to hear from you!Apply via SEEK with the following:Your resume (keep it real and relevant and no longer than 2 pages)A cover letter (max 2 pages) that shows us your personality and addresses the role outcomes on the PD (no corporate speak, please!)Note: applications without a cover letter or done via LinkedIN will not be considered.Any questions about the role can be directed to Katee Gray: ******
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