Senior Manager (Advice)
Count Financial is part of the Commonwealth Bank Group of Companies, and thrives withthe benefits of being part ofAustralia's largest financial institution. Count Financialmaintains its unique culture and brand, and continues to champion professional accountant-based advice, which has served its clients since its inception in 1980.
This is a unique andhighly sort after opportunity.
You will report into the Senior Executive, Advice,who in turn reports into the CEO of the Count business.
If you enjoy focussing on profitability, addressing issues andcreatingsolutions, and then managing new initiatives and projects through to implementation,thisis the role for you.
While the role is not strictly a PMO / Project role, the focus on improving the performance of the business entails a lot of project management. The key areas of focus initially inthe role,some of which will be long term are:
• DevelopSMSF offering, including:
o market / customer research
o market segmentation / targets / positioning
o product design and development
o communications and documentation
o supporting Advisors with developing business
• Develop tools for analysing and determining Clients' risk profiles and matching findings to our product offerings
• Map out existing processes undertaken byCount and its Advisors when offering advice, including:
o many different approaches
o documentation
o use offinancial planning software.
• Assist with the implementation of improvements to our financial advice documentation suite, to ensure Adviser satisfaction and compliance withlegislative obligations.
• Mitigation of issues and risks raised in a recent internal audit
• Creating an environment conducive to identifying issues and areas for improvement, and solutions to those
• Maintaincommunication with internal and external stakeholders on projects integral to the success of the business
• Represent the Senior Executive Advice where required.
Key to your success in the role, you will need significantexperience in thefinancial planning industry, a strong technical knowledge of SMSF's, some exposure to compliance AND A VERY COMMERCIAL DISPOSITION.
Please note that this role may be filled prior to the advertised end date.
Special Conditions: Employment is with Wealth Management Advice, adivision of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Applicants should also be aware that offers of employment may be subject to the satisfactory completion of appropriate criminal history, pre-employment medical and background check
Advertised:
8 Nov 2013 Aus. Eastern Standard Time
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