Position summary
Support the delivery of growth for assigned team/pod by developing new business referrals, delivering exceptional service to client book and supporting the Partner with management of end to end business operations (financial, operations, risk).
This role also supports the development of wealth management professionals in the team/pod through coaching and training.
Key responsibilities and tasks;
Business Growth & Development
• Lead and support the development of and execution of business and growth plans for team/pod
• Drive prospecting activities and conversion of leads to new business
• Drive cross sell and referral opportunities within the broader Partners Wealth Group business
• Build strong internal network and cross-functional relationships with relevant stakeholders
Client Service
• Support the development and implement client retention and acquisition strategies in alignment to the broader business development plan for the team/pod
• Provide exceptional client service to client book
• Support the Partner in delivery of exceptional client service to all client within team/pod
Coaching & Development
• Support Partner with development of a high performing team including attraction, engagement, development, succession and talent management activities aligned to PWG practises
• Supervise Associate Advisor during their professional year
• Support the execution of knowledge sharing within assigned team/pod and broader PWG business
Operations & Innovation
• Support management of team/pod operations including workflow and budgeting
• Drive process improvement to deliver efficiencies and identification and development of tools relevant to client segment
Risk and Compliance
• Lead the effective management of risk and compliance through implementing appropriate measures, controls and activities to ensure corporate and regulatory compliance
Team Culture
• Provide Partner with strategic insight into the operating rhythm, morale opportunities for the team/pod
• Identify opportunities to enhance cross-team operational performance
• Contribute positively to the culture of Partners Wealth Group and our Core Values
Education requirements
• FASEA relevant degree or working towards a FASEA approved pathway
• Advanced Diploma Financial Planning/Financial Services or equivalent
• Completed FASEA CPD training & development each year (CFP) Desirable
Experience requirements
• >10 years’ experience in financial services
• Minimum 4 years financial planning specific experience
• Experience in the provision of financial advice to the assigned client segment
• Experience in coaching and developing Financial Advisors and Associate Financial Advisors
• Experience in managing a team of wealth management professionals (desirable)
• Business development skills/strong networks
• Strategic financial planning/advisory skills (technical and strategic competency)
• Strong working knowledge of financial services and financial planning market
• Excellent written and verbal communication skills
• Prioritising and time management skills and strong ability to work to deadlines
• People Management capability
