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Operations Manager - Westpac Financial Planning NSW Job Details

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Operations Manager - Westpac Financial Planning NSW (Ref: SYD17261)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: WestPac
Location: NSW-Sydney CBD Oceania, Australia
Employment Type: Permanent
Job Description:

An exciting opportunity exists for an individual to join the NSW/ACT Westpac Financial Planning in a key role supporting the State Head and leadership team.
Your responsibilities will include:
Compliance
  • Ensure the Team is fully accredited at all times, in all relevant competencies, products, and complete all required continuing education assessments and compliance training within required timeframes.
  • Manage customer complaint resolution, in conjunction with the dedicated Wealth Complaints Department.
  • Ensure planner adherance to relevant compliance policies and identify and remedy any potential risks within the Advice business
Financials
  • Drive and deliver financial performance and operational efficiency of business within agreed parameters by meeting Advice business/sales plan, producing measurable growth in line with planner type and segment experience.
  • Establishing & monitoring sales targets, driving sales productivity, revenue, lead conversion, expense performance, recruitment and retention and joint fieldwork
  • Manage profit and loss and revenue growth of the business
Leadership
  • Draw upon individual and specialist development internal and external resources, such as Advice Coaching, Training Learning & Development to provide your team with sales, technical knowledge and strategy coaching.
  • Foster a sense of teamwork amongst the wealth team to maximise sales opportunities, ensure an exceptional customer experience and improve morale.
  • Recognise superior individual performance and celebrate team successes.
  • Fulfil all legal obligations reflected in Westpac's policies, procedures and guidelines (EEO, OH&S)
BT offers a high performance culture where achievement is recognised. Weoffer a competitive salary and benefits and a stimulating team environment where your contribution is valued. Your attitude and passion are as important to us as your experience.
We arean equal opportunity employer and encourage applications from men and women of all ages, including people with a disability and indigenous Australians.
Job Ref No: SYD17261