Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services.
Award Winning Australian Wealth Management BusinessPerth Location - 15 month contractManage the Operations Team for SFGShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.
At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.
The opportunity to join our team Great opportunity to lead the client support and operational team in Perth. You will lead a large team of Senior Associate Advisers (SAA), Associate Advisors (AAs), and Client Service Managers (CSM) who provide high quality support and technical assistance.
Key Responsibilities: Lead the team to provide support and technical assistance in the preparation of advice, implementation of advice and ongoing assistance with managing clients.Accountable for delivery of consistent, compliant and standardised SFG operational processes.Collaborate with the Head of Shadforth in delivery of the State's annual budgets, pledges and targets.Monitor and manage team workflows.Train and mentor team members.Identify and implement improvements to processes.Lead and proactively get involved in projects.Manage the training and development program of the team.What you will bring: Solid leadership experience in financial planning.Strong technical knowledge in financial planning.Ability to drive a high performing culture.Knowledge of compliance and risk management governing financial planning.Degree in finance, business or management.RG146 compliance preferred.To Apply Read more about why you should join our team here.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
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