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About the Role
Lead the client support and operational teams in Sydney, managing a team of Senior Associate Advisers, Associate Advisors, and Client Associates to provide high-quality support and technical assistance.
Responsibilities
- Lead and develop the team to provide expert support and technical assistance across the preparation of advice, implementation of advice and ongoing assistance with managing clients.
- Deliver consistent, compliant and standardised operational processes across the State, adopting and enforcing the national frameworks and service standards.
- Partner with the National Head of Operational Transformation and Head of Shadforth to deliver the State's annual budgets, pledges and targets.
- Track and report State adoption metrics, operational performance and benefits realisation.
- Recruit, train and mentor talent, managing the training and development program to build a high-performing team.
- Identify and implement improvements to processes.
- Lead and proactively get involved in projects.
- Manage the training and development program of team.
Requirements
- Solid leadership experience in financial planning or advice operations, with a track record of leading and developing high-performing teams.
- Strong technical knowledge in financial planning.
- Proven experience driving change adoption and embedding new systems, processes and operating models into business-as-usual.
- Ability to drive a high performing culture.
- Knowledge of compliance and risk management governing financial planning.
- Applicants will be required to provide evidence of their eligibility to work in Australia.
- Applicants will be required to undertake police and basic credit checks as a condition of employment.
Location
- Sydney
Work Type
- Permanent
- Full-time
Education Level
- Degree in finance, business or management
About the Company
- Shadforth 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.
- We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money.
- This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
Equal Opportunity
- 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.