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: n\a
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
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
- 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
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