Head of Shadforth, VIC

• Lead a team of Private Wealth Advisers  
• Melbourne  Location
• Part of the newly created Client Wellbeing Division  

Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.  Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.   

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs. 

The Role 

Excellent opportunity to lead our Shadforth business in Melbourne. In this role you will have ultimate responsibility for the P&L of the State and delivery of agreed growth plans.  

You will lead and develop a team of 26 direct reports and ensure efficient operation and growth of the financial planning businesses within the State.  

The Head of Shadforth is responsible for the end to end client service, delivery of the national Shadforth advice proposition, investment philosophy and client experience to clients locally in each State. This is a great time to join our business as we work within our newly created Client Wellbeing Division.  

Key Responsibilities: 

• Support the company’s goal of being the pre-eminent provider of wealth management services in the State 
• Lead & mentor the state’s Private Wealth Advisers towards delivering agreed client service standards, together with their individual & the State’s collective, growth and sales performance targets 
• Work collaboratively with the National Head of Operations and Governance, National Head of Advice and local State Operations Manager to implement agreed national policies, standards, processes and procedures 
• Lead, cultivate and develop a Professional Services culture in the State that while focussed on the local market has a national presence and personality 
• Responsible for building a strong presence in the State market and be the face of Shadforth externally to support the building of the firm. 

To be successful in this role you will possess: 

• Proven track record in leading and motivating a large advice team 
• Solid financial planning experience 
• Passion for sales and developing referral sources for new business  
• Strong marketing, sales and client service leadership experience  
• Ability to manage change and lead the team with influence  
• Tertiary and Industry qualifications  

Benefits 

• Development opportunities at an ASX top 200 company 
• A professional, supportive and friendly culture 
• A range of corporate and lifestyle benefits 

The Business 

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL). 

To Apply 

Please submit your resume with a covering letter by clicking on “Apply Now.” 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.