Advice Practice Manager

Insignia Financial Ltd

Perth, WA, AU
On-site
Significant leadership experience in financial advice
Proven success managing commercial operations
Strong understanding of financial advice regulations
This role is accountable for the leadership, performance, and growth of a financial planning practice with P&L responsibility

Job Summary

  • This role is accountable for the leadership, performance, and growth of a financial planning practice with P&L responsibility.
  • The position involves mentoring Financial Planners to enhance client acquisition and retention strategies while ensuring compliance.
  • Insignia Financial Ltd offers flexibility, plenty of opportunity, and celebrates individual differences to create financial wellbeing for Australians.

Matching Summary

This role is accountable for the leadership, performance, and growth of a financial planning practice with P&L responsibility.

Skills & Requirements

Must-have

  • Significant leadership experience in financial advice
  • Proven success managing commercial operations
  • Strong understanding of financial advice regulations
  • Ability to coach and mentor Financial Planners
  • Experience driving business growth through strategy

Nice-to-have

  • Demonstrated ability to build referral partner relationships
  • Commitment to ethical behaviour and compliance
  • Excellent communication and interpersonal skills
  • High level of professionalism
  • Ability to lead change and embed culture

Key Requirements

  • Relevant industry qualifications (e.g., ADFP)
  • RG146 certification (advantageous)
  • Eligibility to work in Australia
  • Police and basic credit checks

Work Rights

Must be eligible to work in Australia

Tailored Resume

Cover Letter