Advice Capability
Vor 2 Tagen
Add expected salary to your profile for insights Full Time Position - Monday - Friday - 38h/week Hybrid or Remote Offices in Broadbeach, Brisbane, Perth or Adelaide Are you a purpose-driven leader with deep financial planning expertise and a passion for growing people, enhancing advice quality, and shaping the future of advice delivery? PictureWealth is seeking a dynamic Advice Capability & Production Manager to lead our adviser capability programs and drive the delivery of high-quality, compliant, and timely financial advice across our growing, tech-enabled business. Why PictureWealth? We’re not your typical financial services company. As a leading FinTech in wealth and insurance, we blend expert human advice with powerful technology to help Australians live wealthier lives. When you join PictureWealth, you’ll benefit from: Work your way : Choose from our offices in Broadbeach, Brisbane, Perth or Adelaide – or work remotely. Lead with impact: Shape the future of financial advice by driving quality, compliance, and adviser development across a national team. Values-driven culture: Supportive, inclusive and focused on real client outcomes. Grow with us: Level up your career with leadership pathways, ongoing learning, and full access to our Employee Assistance Program (EAP) – available to your immediate family too. Connection & community : Enjoy regular team events, and thoughtful perks like fresh fruit, snacks and coffee when you’re in the office. About the Role This is a leadership position overseeing two key areas: Advice Capability – driving adviser onboarding, training, technical development and Professional Year (PY) supervision. Advice Production – supporting Team Leaders, ensuring efficient workflows, and overseeing the consistent delivery of accurate and compliant advice documents. You will play a pivotal role in lifting adviser competence, supporting operational efficiency, and maintaining PictureWealth’s high-quality advice standards. Key Responsibilities Lead and support Team Leaders to manage workflow, quality and performance. Oversee the delivery of compliant, high-quality Statements of Advice and Records of Advice. Own the Advice Capability roadmap and deliver onboarding and ongoing training programs. Coordinate all Professional Year (PY) requirements, supervision and competency milestones. Provide structured coaching, technical guidance and capability uplift programs. Use QA and audit insights to drive continuous improvement and stronger adviser outcomes. Report on production performance, training outcomes and PY progress. About You You will be successful in this role if you have: 5+ years’ experience in the financial planning industry. Strong understanding of advice processes, compliance frameworks and quality standards. Leadership experience within an advice, paraplanning or capability function. Excellent coaching, communication and relationship-building skills. Strong organisational capability and the ability to lead through change. Proficiency with financial planning software (Xplan preferred). Ready to Make a Difference? If you want to lead meaningful change and elevate adviser capability across a growing national business, we’d love to hear from you. Your application will include the following questions: What's your expected annum salary? How many years of experience do you have in Financial Planning? What are your work rights in Australia? #J-18808-Ljbffr
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Advice Capability
Vor 4 Tagen
Gold Coast City, Österreich PictureWealth VollzeitJob Details Full Time Position - Monday - Friday - 38h/weekHybrid or RemoteOffices in Broadbeach, Brisbane, Perth or Adelaide Why PictureWealth? We’re not your typical financial services company. As a leading FinTech in wealth and insurance, we blend expert human advice with powerful technology to help Australians live wealthier lives. When You Join...
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Lead, Adviser Capability
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Gold Coast City, Österreich at VollzeitA leading FinTech company in Australia is seeking an Advice Capability & Production Manager to lead adviser capability programs and drive the delivery of compliant, high-quality financial advice. With the flexibility of hybrid or remote work, the candidate will oversee training, workflow management, and ensure adherence to quality standards. Ideal candidates...
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Organisational Capability
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Gold Coast City, Österreich Feros Care VollzeitOrganisational Capability & Learning Manager 5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Feros Care is a leading provider of aged care, disability support, and community programs across Australia. We're committed to enhancing lives through compassionate, high-quality care tailored to individual...
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Adviser Capability
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Gold Coast City, Österreich PictureWealth VollzeitA leading FinTech company is searching for a leader to drive advisor capability and compliance within their teams. The successful candidate will oversee advisory training, quality delivery, and operational efficiency. With remote or hybrid work options, this is an exciting opportunity to shape the future of financial advice. Applicants should possess over 5...
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Digital Capability Manager
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City of Brisbane, Österreich Entireti VollzeitRole Purpose The Digital Capability Manager is responsible for enhancing adviser productivity and elevating client experience by building digital capability across the network. This role designs and delivers training programmes, champions the adoption of core systems and workflows such as Xplan, LivePreso, myprosperity, Copilot, and other key platforms, and...
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Risk Advisory Manager
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City of Melbourne, Österreich UniSuper VollzeitJob Description UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia's largest super funds, the work you'll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you. The opportunity We're seeking a Risk Advisory Manager - Advice to join our Risk and Legal team,...
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Digital Operations Capability Lead
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City of Melbourne, Österreich Monash University VollzeitJoin to apply for the Digital Operations Capability Lead role at Monash University Job No: Location: Clayton campus Employment Type: Full‑time (Continuing appointment) Duration: Continuing appointment Remuneration: $140,157 - $148,769 pa HEW Level 09 (plus 17% employer superannuation) The Opportunity Monash University’s Digital Transformation team is...
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City of Brisbane, Österreich Queensland Government VollzeitA state government authority in Queensland is seeking a leader for the Learning & Development team to design and deliver innovative workforce capability initiatives. This role offers strategic advice and project leadership in organisational development while managing key projects like eLearning and induction programs. The position promotes flexible working...
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Manager (Capability, Engagement and Learning)
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City of Brisbane, Österreich Queensland Government VollzeitManager (Capability, Engagement and Learning) Join to apply for the Manager (Capability, Engagement and Learning) role at Queensland Government . The Capability, Engagement and Learning team within the Department of Customer Services, Open Data and Small and Family Business provides support to frontline staff working across the Service Centre Operations...
