Practice Manager - Sydney, Australia - William Buck

William Buck

Verified Company

Sydney, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Our Wealth Advisory team has been growing at a rapid rate, which has created an opportunity for a Business/Operations Manager to assist with the business operations aspect of the division

This new and exciting role for the business and will ideally suit someone with a financial planning advice or compliance background who is looking for something a little different - you will be a big picture thinker, who wants to take ownership, assist with implementation and play a pivotal role in continuing to develop and grow our business

You will working closely with the Directors, at the forefront of managing our business, including implementing strategy, managing operations and workflow and ensuring compliance with our legal and professional obligations.

Our Team:

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice, aimed at helping clients achieve their non-financial objectives by delivering great financial outcomes.

As part of William Buck, Accountants and Advisors, we partner with other specialist advisers in our firm including accounting, taxation and corporate advisory professionals, allowing us to provide wholistic advice and strategic value to our clients.

We're more than just investment advisors, we're a business focused on financial project management with highly skilled advisors to execute on this niche in the market.

Operating under our own AFSL we provide sophisticated, tailored advice to successful business owners, high level executives and ultra-high net worth families dealing with their biggest concerns: creating and growing wealth, protecting wealth, mitigating taxes, taking care of their families, and charitable giving.

As a pivotal member of our team, you will assist with:
Day to day operations of the team

Implementation of the business strategy

Team management, including overseeing workflow, progress towards KPIs etc

Development of business and process efficiencies by reviewing and improving our current practices.

Management and integration of various software as an enabler for team efficiency.

Responsibility for ensuring compliance to our ethical, legal and professional obligations

Reviewing staff training and development plans, including overview of individual training registers

Maintaining an oversight of individual CPD requirements

We are looking for an individual who has:
Proven experience in a similar role, or experience in a compliance role within a financial planning practice who is looking to drive their career in a new direction

A passion for implementing new practices and efficiencies in a fast-paced environment

Loves inspiring team members to join you on the journey but prepared to roll up your sleeves and get involved.

A detailed focussed mind who can also see the big picture

Excellent written and verbal communication skills

Good lateral thinking and problem-solving skills

Knowledge of Xplan software is essential

A few William Buck Benefits waiting on your arrival:
Hybrid Working Arrangements - Work from Home

Salary Continuance Insurance for all employees

Genuine career development opportunities

Access to an In-house psychologist - for personal, professional or career coaching discussions

Bi-Monthly Colleague Lunch

Dress for your day

Social Club events

Personal Training, Yoga, Run Club and more