Financial Planning Manager, Melbourne Inner Metro
About Us
The Commonwealth Bank is Australia's leading provider of integrated financial services.
Our Wealth Management division has four operating businesses: Colonial First State Global Asset Management - our asset management business, Colonial First State - our retail distribution business, Wealth Management Advice - our financial advice businesses and CommInsure - our Life and General Insurance business.
Commonwealth Financial Planning (CFP) is part of WM Advice and is one of Australia's largest and best resourced financial planning businesses. We have more than 700 Advisers nationwide and over 100 support staff. For more than 20 years, we have provided personal financial advice on a wide range of issues including retirement planning, investments, managing debt, budgeting, insurance and superannuation.
The Opportunity
This challenging role will require you to lead a team of dedicated financial specialists in your allocated region and build a customer-focussed, professional and outcome-driven team that delivers quality, compliant advice and outcomes for all our clients. We're focused on attracting and retaining the best talent to our organisation. We seek individuals who ambitious, driven, and customer focused and who want to grow with us, as together we achieve our business goals.
You will:
- Coach your team to continually improve performance
- Supervise and monitor your team to ensure compliant, quality advice is being delivered
- Ensure your team are focused on adhering to regulatory and licensee requirements, business rules and policies
- Manage your team's performance against business targets
- Identify development needs of Advisers and implement development actions
- Build and maintain strong working relationships with the retail branch network and other service and support partners
- Identify areas of risk and action these appropriately
- Manage resource planning and maintain quality recruitment practices
- Create a fun and rewarding working environment that engages and retains staff
- Ensure a safe working environment
Skills Experience
- Demonstrable management experience in an Advice related role
- Proven experience of leading and developing an Advice team
- Strong communication and people engagement skills
- Highly skilled in training and coaching
- Demonstrated ability to work within compliance frameworks
- Possess a ASIC compliant Diploma/Degree
- Must be RG146 compliant in the following generic knowledge and the following specialist areas: Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills
Our culture
The Commonwealth Group is a vibrant, customer-focused and high integrity culture. We will continue to invest in people development, talent management and making the Group a place committed to diversity, safety and one where our employees are proud to work.
- Here are some of the great employee benefits available to staff at the Commonwealth Group:
- Access to very competitive employee discounts on a range of Commonwealth Group financial products
- Opportunity to belong to Commonwealth Group's awarding winning employee super fund
- Highly competitive private health insurance
- A range of flexible work options including part-time, job sharing and working from home opportunities
How to Apply:
Please apply to this position via the attached link.
Advertised:
18 Oct 2013 Aus. Eastern Standard Time
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