Practice Manager

• Permanent Full Time Position
• Sydney Location
• Join our Rhombus Business

The Role

Excellent opportunity to work with our Rhombus Brand as a Practice Manager. You will be responsible for a group of financial planning practices in NSW. This role is responsible for assisting each designated practice in implementing initiatives that ensure the practice can grow sustainably whilst working within the risk tolerance of the AFSL. The monitoring and supervision of the advisers and support staff within each designated practice will be vital to the success of this role. In this role you will be on the road 3 days per week and will be required in the office minimum 1 day per week.

Key Responsibilities:

• Assist the practice in refining existing processes that deliver greater efficiencies
• Coach and mentor advisers and support staff with a goal of improving efficiencies that deliver cost savings for the business
• Pro-actively engage advisers and support staff to understand their current processes to then improve efficiencies across those processes
• Ensure advisers and support staff are aware of how to use the Adviser One support material such as Professional Standards
• Assist the practice in implementing sales initiatives
• Build collaborative relationships with the Rhombus Advisory team members

To be successful in this role you will possess:

• Solid Compliance Background
• Influencing and logical thinker
• Ability to build relationships at all levels
• Self Starter – strong organisational and time management skills
• RG146 compliant
• Tertiary qualification highly regarded

Benefits

• Development opportunities at an ASX top 200 company
• A professional, supportive and friendly culture
• A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

This position is a role within the newly established Rhombus Advisory business. We anticipate that Rhombus Advisory will separate from Insignia Financial (IFL) to become a stand-alone business around July 2024. The successful candidate will transfer their employment to Rhombus Advisory when IFL sells the majority share of its ownership of Rhombus Advisory (precise date will be confirmed in due course) and will be issued relevant entity transfer documentation upon appointment.

To Apply

Please submit your resume with a covering letter by clicking on “Apply Now.”

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.