Head of Financial Planning
Core
Lead the future of Financial Planning within a progressive integrated advisory business, establishing a Sydney presence and shaping national strategy.
Role type
Senior leadership, Head of Financial Planning
Builds
National Financial Planning division and Sydney market presence
Domain
Financial Planning / Wealth Advice
Deliverable
client delivery
Required skills
Financial Planning leadership, technical expertise in Superannuation/SMSFs/Investments/Insurance/Retirement Planning, compliance and governance, mentoring, commercial growth, integrated advice strategy
Preferred skills
Innovation, technology adoption, building trusted client relationships
Responsibilities
Leading and developing the national Financial Planning team, building and expanding the Sydney presence, providing technical leadership on complex advice matters, maintaining advice quality and compliance standards, overseeing Statements of Advice, coaching and mentoring advisers, driving business growth, collaborating across Accounting/Lending/Property/Legal
Seniority
Senior, hands-on IC with strategic leadership