Self Managed Superfund - Brisbane, Australia - MW Recruitment

MW Recruitment

Verified Company

Brisbane, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

4 DAY WORKING WEEK W/ ON-SITE PARKING

OPPORTUNITY TO LEAD A TEAM IN HOUSE AND OFF-SHORE
PRIORITY ON WORK-LIFE BALANCE

Join a dynamic and reputable financial services firm in Brisbane's Northside as a Self Managed Superfund Manager. Utilise your expertise in SMSFs to drive client success while enjoying a supportive work environment that prioritises work-life balance.

Benefit from a four-day work week, cutting-edge cloud-based software, and the opportunity to be part of a group of firms with 5+ locations across Queensland.

Responsibilities:

Be based in their excellent office office, readily available to meet with clients and provide personalized service.
Develop and implement advanced SMSF strategies beyond basic data entry, ensuring optimum outcomes for clients.
Lead and train a team, including offshore staff, fostering a collaborative and growthoriented work culture.
Efficiently manage workflows using our stateoftheart cloudbased software, enhancing operational efficiency.
Embrace a teamoriented approach, contributing to a supportive office culture and participating in regular staff events.
Utilize your expertise in BGL360 software to streamline processes and enhance client experience.
Exhibit excellent communication skills, delivering exceptional client interactions both inperson and postsettlement.
Conduct client meetings to discuss accounts and future planning for their funds, ensuring personalized attention and proactive support.
Embrace change as we continuously enhance and optimize our systems to provide the best possible service to our clients.

Qualifications and Skills:

Possess a minimum of 5 years of significant SMSF exposure, showcasing diverse strategies.
Demonstrate prior experience managing and training teams, including offshore staff.
Exhibit strong workflow management skills to maximize operational efficiency.
Be a team player with outstanding interpersonal skills, contributing to a positive and collaborative work environment.
Proficiency in utilizing BGL360 software to streamline processes.
Bonus: Familiarity with compliance in companies and trusts, expanding your professional knowledge.
Excel in communication, both written and verbal, to effectively engage and support clients.
Show experience in conducting client meetings, providing personalized guidance and future planning for their funds.
Display adaptability and enthusiasm for embracing system updates and improvements.

Benefits:

Enjoy a fourday work week, allowing for a better worklife balance.
Access cuttingedge cloudbased software, ensuring efficient and streamlined operations.
Join a group of firms with 5+ locations across Queensland, offering potential growth and networking opportunities.
Thrive in a positive office culture, with regular staff events that foster team collaboration and engagement.
Prioritize your worklife balance, promoting a healthy and fulfilling professional journey.

How to Apply:

If you require further information, feel free to contact Dominic Hannan at or reach him directly at

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