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Head of Advice
Vor 5 Tagen
Manage a team of financial planners and support staffAttractive salary package
Company OverviewThe Head of Advice role manages the Financial Planning team for a national, well-established organisation.
The already successful Financial Planning arm is expected to undergo significant growth, this role will be responsible for driving this.
Role OverviewThe incumbent will take a critical role in leading the advice team across multiple NSW offices.
The Head of Advice will act as a coach/ mentor to the advisers and support the team to increase the number of conversion of leads/opportunities.
Duties and Responsibilities
Managing the team on a daytoday basis across multiple locations within NSWBuild and strengthen relationships within the internal business to build a strong referral network for the advisers.Prepare annual budgets for the board.Identify training needs and implement professional development to improve financial planning capabilities and client engagement activities.Maintain highest level of compliance and licensee standards.
Skills and experience
Experience in managing a team of financial planners/ advice firmRelevant Tertiary qualifications ideally ASIC accreditationMembership of recognized Professional bodiesA passion for high quality delivery of ethical financial adviceExperience in business development and client engagement
What's On Offer?
This is a rare leadership opportunity where you will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
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