Advice Operations Manager

  • Major industry super fund
  • Newly created leadership position, offering a unique opportunity to drive change and assist in the building of a benchmark advice function for members
  • Proven transformational experience in the Financial Planning sector mandatory
  • Highly attractive senior remuneration package. Report to the Head of Advice


Following a restructure at this leading Fund, a new role has emerged enabling the successful applicant to play a leading role in the Financial Planning Management Team.

The Role

Your primary responsibility will be to lead a team in delivering best practice SoA generation, advice implementation, business reporting and continuous improvement in the Funds financial planning software utilisation, processes and efficiency. This includes:

  • Managing the delivery of SoA documents to in-house Financial Planners, ensuring best practice to support the requirements of a higher volume practice;
  • Leading a team of diversely skilled specialists, and maximising their performance;
  • Managing the growth of advice implementation efficiencies;
  • Developing and managing the Funds F.P business reporting functions;
  • Utilising and improving the Funds F.P software to manage, monitor and control the end to end FP process and ensure adherence to policies;
  • Maintain a culture of excellence and continual improvement, and build/maintain resilience in the Operations team; and
  • Develop and agree annual budget targets with the Head of Advice and deliver required outcomes against KPIs


  • Have a degree in a business or commercial discipline, and (desirably) CFP or DFP;
  • Possess well-proven people leadership skills and experience;
  • Have a demonstrated understanding of the end to end member experience from engagement to retention, and how F.P assists members through the life cycle;
  • Have a strong understanding of the current F.P regulatory requirements, and the associated transformation;
  • Are experienced in developing, building and managing a Financial Planning software operating system, and adept at guiding people through extensive change programs

16/06/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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