Advice Change Manager - Financial Planning

Job Title: Advice Change Manager - Financial Planning
Contract Type: Permanent
Location: Melbourne CBD, Victoria
Salary: AU$130000 - AU$145000.00 per annum
Reference: 174848_1504057100
Contact Name: Annaleise Hudson
Contact Email:
Job Published: August 30, 2017 11:38

Job Description

About the Company:

Our client is a leading wealth management business with a strong national presence. With a continual focus on customer engagement and quality of advice, this is a fantastic opportunity for an experienced advice projects professional to join its ranks.

About the Role:

In this role, you will be responsible for driving the execution of business transformation and coordinate all business units to document, plan, implement and embed initiatives, change programs and strategies to enable seamless change and drive the strategy Financial Planning.

Key Duties:

  • Scope & deliver projects including engaging stakeholders, facilitating solution workshops, project management and implementation
  • Project manage the design, development and implementation of advice based projects
  • Engage stake-holders in development and prioritisation of agreed business requirements
  • Own and lead the process documentation control process including review and assessment all presentation packs and change calendars
  • Participate and share insights into key legislative and compliance changes impacting the industry

Your Background:

  • Previous experience design and implementation of change projects within financial planning
  • Ability to manage and prioritise multiple projects
  • Relationship management skills with the ability to manage frontline staff, management and executives
  • Sound Change Calendar skills
  • Strong understanding of the advice framework
  • Excellent communication skills both written and verbal
  • DFP Highly regarded

For more information, please click on the APPLY button below, or call Annaleise Hudson from Porterallen on 03 8080 7208