Located on the fringes of the Perth CBD, this successful wealth management business run a fast-paced, collaborative and outcome driven environment, which is not for the faint of heart.  Client satisfaction, trust and providing high-quality work are the pillars on which this company are built, so the Business Manager role is of utmost importance in maintaining their core values.
You can expect a work environment built on respect for what each individual brings to the company, with clear job descriptions and expectations so you never have to guess what your responsibility is and your career development and growth is clearly outlined and supported.
They also certainly know how to unwind, you can expect your determination to be rewarded with a highly social culture; regular events, both with clients and with colleagues. It might sound cliché, but they really do "work hard/play hard".
The offices are modern and open plan, and Management have an open-door policy. They have plans to move to one of the most beautiful offices in the CBD shortly, with amenities, end of trip facilities and everything else you could imagine in a modern, high-end, professional office.
The Business Manager ensures efficient and effective workflows and positive client outcomes throughout the business  While providing specific client support to the leading Advice Team, you will be responsible for workflow management across the business. You will be responsible for:

  • Business Workflow Management – You are across all work at all times, ensuring that all deliverables are met. You are responsible for reporting on all moving prospects and know when to step in and assist with any delays.

  • Client work – Attend meetings and provide high level client support and coach people within the business on client work.

  • Supervise the Executive Assistant – train and upskill where required.

  • Manage all outsourced tech.

This is a senior leadership position within the business so it is integral that you are someone who can set an example for others in relation to fulfilling the values of the business and ensuring the overarching goals are met. You must be success-focused. If you are ever bored in this role, you are not doing your job! You must be personable and have outstanding communication skills. We also require someone who is excellent at project management and organisation as well as a keen problem-solver with a strong attention to detail. We are also looking for:

  • Experience in a similar role within the financial planning industry as well as a solid understanding of the financial advice process and business operations of a financial advice practice.

  • Up to date accreditation

  • Expert working knowledge of XPLAN

  • Knowledge of FASEA and Compliance Requirements