Adviser Operations - Team Leader

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: bonus
Contact: Ciara Ryan
Specialisation: Wealth Management
Reference: 189552_1542840227

Our client is a large financial institution which operates in the best interested of its customers. They pride themselves in having a positive and flexible working environment coupled with strong career progression.

They are seeking an experienced financial services operation's professional to lead a team of enthusiastic and motivated individuals.

The ideal candidate will come from an operations background working on with the onboarding/offboarding of financial advisors, practices and licensees on their network.

The Role:

  • Working with the adviser network and internal stakeholders on the onboarding/offboarding of clients
  • Oversee the daily operations of the team ensuring all SLAs are kept up to date
  • Provide mentoring and guidance for the team ensuring the highest level of service is provided
  • Work closely with the internal stakeholders to ensure the transitions are smooth and risks are minimised

About you:

  • 3+ years operations experience ensuring the strong knowledge of working in an adviser network
  • People leadership experience, mentoring, guiding and setting goals
  • Good understanding of regulatory frameworks
  • Strong communication written and oral
  • Collaborative team player

Please apply by the link below or email Ciara Ryan directly on email ciarar@porterallen.com.au or call on 02 8247 5703 for a confidential discussion