Practice Manager Queensland - Financial Adviser Recruiting & Coaching
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Established in 2002,Capstone Financial Planningis one of Australia’s largest and most technologically dynamic financial services licensees.We are highly respected with an outstanding professional reputation as a full-service licensee.
Capstone is focused on providing our financial advisers with all elements of support required for their specific stage of the business life cycle, as we understand that no business is the same.
Our internal support teams help our advisers drive technology based efficient outcomes through the advanced use of XPlan financial planning software, third party software and AI.
The opportunity.
We have an exciting opportunity based in Brisbane for an enthusiastic Practice Manager to join our team.
Working directly with the Executive Manager Growth & Development you will be a key contributor to our ongoing growth and innovation through your proven capability to recruit and coach financial advisers.
The role offers excellent scope for you to display and enhance your current skill set whilst supporting the ongoing innovation of the overall business.
This exciting and self-fulfilling role requires you to:
Attract and retain financial advisers / practices
Proactively service the needs of a panel of our Queensland advisers by:
coaching, mentoring, and supporting the practice
assisting the development and implementation of business plans
establishing or enhancing their practice business model
supporting the practice to develop a robust value proposition
helping to create their business efficiency plans
driving the development of referral networks
supporting acquisition and succession plans
Innovative, flexible, and enjoyable working environment
Attractive remuneration
Job security
Industry leading financial adviser and accountant value proposition
Skills & Experience.
Experience with coaching and developing financial advisers / practices
Proven ability to recruit and retain financial advisers
Excellent industry networks
First classrelationship management skills
Sound financial planning technical and compliance knowledge
Professional and mature outlook
Strong commercial acumen and small business knowledge
Leadership, communication and influencing skills
Highly organized
Tertiary qualified in a relevant discipline
How to apply
If you have the necessary skills and experience, we are looking for, we would love to hear from you!
To register your interest in this exciting opportunity, please email click the ‘APPLY’ button and attach a copy of your CV and a detailed cover letter outlining your relevant experience, or emailinfo@capstonefp.com.au …and tell us why you are the one we are searching for!
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Your application will include the following questions:
* How many years' experience do you have in the financial services industry?
* Have you completed a qualification in financial planning?
* Which of the following statements best describes your right to work in Australia?
* Do you have experience in a role which requires relationship management experience?
* How many years' experience do you have as a practice manager?
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