About the Company:
Our client is a rapidly growing financial planning firm with over 15 years of experience in delivering comprehensive financial advice. With a diverse and expanding client base, the firm has grown across multiple locations, including Gold Coast, Brisbane, and Adelaide.
The company prides itself on its values of excellence, innovation, and creating long-term, impactful legacies for both their clients and their employees.

The Role:
We are seeking an Operations Manager to join the Adelaide office, where you will work closely with the Practice Manager and support the operational functions of the firm. You will play an essential role in ensuring the smooth day-to-day management of advisers, paraplanners, and client service managers (CSMs). This is a key position for a proactive individual looking to make a real impact and contribute to the growth of a firm with ambitious plans for the future.

Key Responsibilities:

Coordinate and support the operational needs office, ensuring workflow management, team coordination, and effective communication between advisers, paraplanners, and CSMs.
Drive operational efficiency and ensure a smooth, high-functioning office environment, prioritising client satisfaction.
Provide leadership and guidance to CSMs and operational staff.
Support the Practice Manager in optimising workflows and streamlining processes.
Assist in team training and development, helping staff achieve career growth in line with their professional goals.
Promote a positive office culture that aligns with the firm’s values, focusing on team collaboration and operational success.

About You:
The ideal candidate will have a strong passion for operations and thrive in a fast-paced, client-focused environment.
You will:

Have a background working in a financial planning environment.
Experienced in a client facing customer service position.
Exerienced with the use of Xplan CRM and threads.
Strong understanding of financial planning legislative requirements.
Possess a proactive attitude and a growth mindset.
Demonstrate strong leadership and communication skills.
Work collaboratively with a diverse team, always striving for the best outcomes.

Benefits
This role offers a range of benefits designed to support your professional and personal well-being, including:

Competitive Salary Package: Reflecting your skills, experience, and contributions.
Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications.
Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care.
Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention.
Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation.
Health and Wellness Programs: Initiatives designed to support your physical and mental well-being.

How to Apply
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.

Please note, only shortlisted candidates will be contacted.