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Form of workUnleash your potential and shape the future of financial advice with Fiducian Financial Services!
About Us:
At Fiducian Financial Services (FFS), we're not just a financial advisory firm; we are dream enablers. Our mission is to help people build wealth and feel more confident about their financial future. With a dynamic team of skilled financial advisers, we craft personalised solutions to guide our clients toward prosperity.
Why Join Us?
As an Area Manager based in Sydney, you'll be at the forefront of driving success for our talented financial advisers. We offer a collaborative environment where your ideas are valued, and your efforts directly impact the growth of our business.
Key Responsibilities:
- Develop innovative business plans and marketing strategies to propel our planners towards their goals.
- Identify opportunities and schedule appointments to attract new clients, ensuring continuous growth for FFS and FIS.
- Drive operational efficiency by managing internal projects and fostering seamless operations.
- Ensure adherence to policies and procedures, supporting planners in meeting regulatory standards.
- Provide coaching, mentorship, and training to empower our planners to excel.
- Proactively address challenges to foster mutual success for planners and FFS.
Experience & Qualifications:
- Minimum of 2 years' experience in a business or practice development manager role.
- Strong background or education in training, coaching, or development.
- Exceptional communication skills with a client-centric approach.
- Collaborative team player with outstanding organisational abilities.
- Proficiency in financial planning principles; RG146 qualification preferred.
- Understanding of key financial areas such as superannuation, risk, investment, taxation, Centrelink, and lending (desirable).
Key Performance Indicators:
- Measure your success through productivity, client acquisition, and revenue growth.
- Maintain a proactive visitation schedule and effective telephone communication.
- Implement robust business plans and drive improvement within your sphere of influence.
- Ensure timely completion of tasks and successful project transitions.
- Demonstrate proficiency in Fiducian's software and adherence to compliance standards.
If you're ready to embark on a fulfilling journey with a company committed to your growth and success, apply now to become an Area Manager. Bring your expertise, passion, and drive, and let's shape the future of financial advice together!
Please note that only successful candidates that meet the position criteria and requirements will be contacted.
