Practice Manager, Gardian Financial Planning

Gardian Mackay, QLD A$80,000-$85,000 p/a On-site The Practice Manager is a senior administrative and operational leader responsible for ensuring the smooth day-to-day running of the financial planning practice. This role supports the business owner(s) and advisers by managing operations, compliance, people, and processes, allowing advisers to focus on client relationships and strategic growth. The Practice Manager acts as the "integrator" who translates the firm's vision into efficient execution. Your Responsibilities Oversee day-to-day operations and streamline processes. Ensure compliance with ASIC and industry regulations. Lead and develop the administration and paraplanning staff. Monitor KPIs, prepare management reports, and assist with budgeting. Drive process improvements and implement technology solutions. Resolve escalated client queries and maintain service excellence. About You Experienced in financial services or professional practice management. Strong leadership and communication skills. Highly organised with a problem-solving mindset. Knowledge of compliance requirements in financial planning. Experience with Xplan or financial planning software systems is an advantage About Us Why Work at Gardian? At Gardian, we are locals who have been part of the Mackay business community for over 25 years. We believe work should be meaningful, rewarding, and connected to the community we serve. Giving back is in our DNA Joining our team means becoming part of a culture that values people, purpose, and progress. 1. Strong Community Engagement We actively support local charities and programs, including the Mackay Hospital Foundation and initiatives like Dancing with Heart. Sponsorship of many diverse local sporting teams. Monthly Tribe Meetings , where staff donate food items to those in need. Participation in blood donation drives through the Australian Red Cross Lifeblood. 2. Inclusive, Family-Oriented Culture Our “Tribe” model fosters collaboration and a family-like environment. Core values: Enjoyment, Leadership, Reliability, Balance, Family, and Potential . Regular celebrations and social events, including Hype Night, Gala Night, and Christmas Party. Ninety-nine per cent of promotions come from within, demonstrating our commitment to your growth. Dedicated training and development budget from day one. A strong mentorship culture that supports career progression for all team members. 4. Community Events & Local Impact We host and participate in family-friendly events like the Mackay Hospital Foundation Family Fun Day . Support for local businesses and artisans, reinforcing our role as a community builder. 5. Purpose-Driven Work At Gardian, you’re not just part of a financial services firm—you’re part of a team that makes a real difference in people’s lives and the community. About Gardian Mackay, QLD, Australia This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying. Looking for More Opportunities? Explore more jobs with upfront salary details that respect your worth. Dalby, QLD A$70,000-$80,000 p/a Full-time On-site Best Life Financial Planning Pty Ltd Caboolture, QLD A$55,000-$65,000 p/a Full-time On-site North Lakes, QLD A$120,000 p/a Full-time On-site Practice Manager ESCO Optometry Chuwar, QLD A$75,000-$85,000 p/a Full-time On-site Practice Manager Image Eyewear Yeronga, QLD A$78,000-$88,000 p/a Full-time On-site Practice Manager / Senior Front Office Coordinator (Full-Time or Part-Time) #J-18808-Ljbffr