Operations Manager

• Lead an engaged team of support personnel and Client Service Officers

• Friendly workplace culture and great employee benefits

• Flexibility to work a combination of WFH & in the office

Are you looking for an exciting opportunity leading a team of Client Service Officers in the Financial Planning space? Do you like variety, getting in to get things done and are ready for your next challenge? Then this may be the role for you.

DPM is an innovative financial services firm that has been providing specialised advice to medical professionals for more than 50 years. Financial planning is a key service delivery area where our client support team work with multiple stakeholders to deliver expert wealth and insurance advice. The client experience is only possible with our stellar support team, which is where you come in!

As the Operations Manager, you will be leading our wealth and insurance support function. This role is critical to ensure we deliver our clients a great service experience.

What’s in it for you?

• An exceptional opportunity to showcase your leadership capability and make an impact

• A supportive leadership team committed to your success in this role

• A brand new, state of the art office in the St Kilda Road precinct

• A flexible working model, with a balance of working from both office and home

• 5 extra days of paid leave every year

• Fantastic social culture with an exciting calendar of events

Your role will include:

• Leading the support team (including outsourced resources) to ensure they are high performing and engaged to provide an exceptional level of service

• Managing the workflow of the team to deliver Statements of Advice (SOAs), Records of Advice (ROAs) and strategy option documents

• Working with the Senior Management team to facilitate DPM’s ‘Financial Peace of Mind’ model including our investment strategy and insurance review process

• Preparing operational and client engagement reporting and analysis

• Identifying strategies and process improvements to service and retain existing clients

You will be successful because you are:

• Highly experienced in leadership roles within the financial planning industry

• An engaging leader who sets the pace through expectations and leading by example

• A great communicator who can influence and build relationships across all levels of the business

• Compliance focused with a strong attention to detail

• An exceptional problem solver with analytical skills, and the tenacity to follow things through

• Experienced with Xplan (essential) and always looking for ways to improve the way we use this software

• Tech savvy and know your way around the Microsoft Suite - Word, Outlook, Excel

The full position description is available at https://www.dpm.com.au/careers/

Interested?

Take the exciting next step in your career with a progressive and supportive company – apply today!

Please submit your CV and cover letter to *******@dpm.com.au

Candidates that wow us will be contacted for an interview immediately!

To be eligible, you must be an Australian Citizen or PR, or have full working rights.