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Practice Manager, NSW South Coast Job Details

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Practice Manager, NSW South Coast (Ref: SOU00759)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: WestPac
Location: NSW-South Coast Oceania, Australia
Employment Type: Permanent
Job Description:

Practice Manager, Financial Planning, NSW South Coast
Looking for a better career? Westpac Financial Planning offers you a distinctive value proposition - the opportunity to be part of an innovative, achievement focussed business where you have the tools to achieve a successful and financially rewarding career. Westpac has built a strong Wealth business, taking the time to get to know our customers and help them achieve their financial goals. As a Practice Manager within Advice, your role as a sales and people leader will be to provide growth and development strategies for the financial planning business .
This role has become available due to an internal movement within the business. You will have 11 direct reports consisting of financial planners and support staff. You wil llook after the South Coast of NSW and can be based either in Sydney or on the South Coast.
You will have two major areas of responsibility:
  • You will consult directly with planners, providing guidance on strategies and best practices that will build higher levels of profitability, value and customer advocacy. A further key focus will be to ensure your planners are committed to the vision and values of the organisation and be responsible for building a high performance environment. This role sees you develop and facilitate agreed business plans, source and implement coaching solutions to position your team to achieve business outcomes.
  • You will advocate the Westpac wealth business. You will work closely with your bank leaders to foster a greater understanding of financial planning principles within the greater banking network and continue to provide support to drive activity through to your planning team. You will provide ideas and strategies to introduce financial planning solutions to the broader retail banking customer base.
To be considered for this role, you will need to have the following:
  • A proven track record in coaching and leading people in sales and compliance; an ability to achieve sales targets
  • Deep knowledge and personal experience in the financial planning industry
  • Proven Commercial and Professional acumen
  • High emotional intelligence, critical thinking and problem solving abilities
  • An ability to build strong and effective relationships and an ability to influence and engage a broad range of business partners and financial planners to achieve targets and business outcomes
  • Proactive, ambitious, self starter and enthusiastic
  • RG146 (DFP) qualified and an industry related degree would position you more favourably
  • Experience as a People Leader in a Banking environment
Please do not apply to this role if you do not hold financial planning qualifications or have current experience managing a sales team in a Practice Management role.
Your attitude and passion are as important to us as your experience. We will offer a competitive salary, bonus and other Employee Benefits to the successful candidate.
For a confidential discussion please call Lauren Ilieff on 02 8254 5997 and apply online today.
Job Ref No: SOU00759