Advice Manager

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Opportunity to join a premier organisation in a role which gives you the chance to make a difference!

Summary about this job

Financial Planning

Company: Profusion Group Pty Ltd

Location: Sydney

Work type: Full Time

Salary: Excellent salary and benefits

Phone: +61-7-2880-3861

Fax: +61-3-3108-7283

E-mail: n\a

Site:

Detail information about job Advice Manager. Terms and conditions vacancy

Role Overview
 
The position of Advice Manager has become available with a strategic intent to grow the company's network and develop the team and commercial effectiveness of their relationship with the companies many clients. 

 Responsibilities
  • Directly support phone-based Advisers in developing and implementing their business plans and initiatives
  • Identify training needs and implement professional development to improve financial planning capabilities and client engagement activities 
  • Ensuring the communication of the Wealth strategy 
  • Actively market the value proposition
Skills and Experience required
  • A relevant tertiary qualification and CFP preferred
  • A minimum of two years in a comparable role, working with individual Advisers and businesses to increase performance and deliver to revenue to targets
  • Ability to develop others by creating development opportunities and strategies
  • Proven ability in an influencing and delivery focused role
  • Ability to multi-task in a fast-paced work environment and prioritise work assignments 
  • Previous experience in a coaching role
Express your interest using the 'Apply Now' link below or contact Chris Gordon on 02 9240 6366 for a confidential discussion.

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