Head of Advice, NSW

Company Overview

Working for a very large NSW practice, part of one of Australia’s leading financial services groups.
Role Overview 

The NSW Head of Advice has accountability for the growth, operational effectiveness and parent company alignment for a major advice practice, and leadership of large teams of advice professionals.

  • Leading the practice transformation to alignment with parent company strategy/model.
  • P&L growth of the practice.
  • All facets of practice management including people, processes, new client acquisitions, existing client servicing and retention, growth, cost management, profitability, compliance, culture and ad-hoc projects.
  • Formulate and implement Practice strategies and operating plans
  • Leading, coaching and developing other leaders in the Practice
  • Ensure effective and efficient processes are in place across all parts of the practice.
  • In alignment wit the parent group, develop CVP, target market, segmentation and pricing.
  • Ensure advice is delivered in accordance with advice standards,
  • Support a strong Compliance culture.
  • Represent the firm within Centres of Influence, client and industry forums as required.
  • Implementation of Advice initiatives, including project work that comes out of industry change

Skills & Experience

The successful candidate will be an Advice professional who thinks and acts strategically, has strong leadership skills and takes a commercial view. In addition:

  • Strong Industry experience
  • Experience in leading teams on a significant change journey.
  • Experience managing risk and the corporate governance and compliance issues of a financial planning practice
  • Ideally previous experience as a financial planner
  • DFP qualified as a minimum

For further information and/or a confidential discussion, please call Alison Loader on 0414 772588 or apply using the connection below.

Head of Advice, NSW

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