Job Description
Advice Practice Manager
Location: ADELAIDE, SA, AU, 5000
PERTH, WA, AU, 6000
Employment Type: Permanent Full Time
Drive revenue outcomes and strategic growth initiatives
Lead and grow a high-performing financial advice practice
Permanent full-time position, location Perth or Adelaide
The opportunity to join our team
We have an exciting opportunity for an Advice Practice Manager to join our Bridges team, supporting practices across WA and SA. In this role, you will be accountable for the leadership, performance, and growth of a financial planning practice, ensuring strong commercial outcomes and exceptional client experiences. You will drive the execution of growth strategies, mentor Financial Planners, and embed a high-performance, professional services culture. Partnering closely with leadership and head office teams, you will ensure alignment to national standards and strategic priorities. This is a key leadership role focused on delivering sustainable business growth while maintaining strong compliance and client-centric outcomes.
Key Responsibilities:
Accountability for revenue growth and delivery of agreed practice growth plans into creative work and brand guidelines
Lead, develop, and manage Financial Planners to achieve individual and practice performance targets
Oversee the efficient operation and commercial performance of the practice (including P&L accountability)
Drive a strong client-centric culture aligned to the Bridges advice proposition and investment philosophy
Implement national policies, processes, and standards in collaboration with leadership and head office teams
Coach and mentor Financial Planners to enhance client acquisition and retention strategies
Build and maintain strong referral partner relationships to support business growth
Monitor and drive performance metrics using reporting tools to ensure accountability across the practice
Foster a professional, ethical, and high-performing team culture
Undertake Line 1 supervision, ensuring compliance, incident management, and audit remediation activities are completed
What you will bring:
Significant leadership experience within the financial advice industry
Proven success in managing commercial operations, including P&L responsibility
Strong understanding of financial advice regulations, legislation, and industry best practices
Demonstrated ability to coach and mentor Financial Planners to grow revenue and client base
Experience driving business growth through strategic planning and execution
Strong stakeholder management skills, with the ability to collaborate across multiple teams
Excellent communication and interpersonal skills
High level of professionalism with a commitment to ethical behaviour and compliance
Relevant industry qualifications (e.g., ADFP) and/or RG146 (advantageous)
Ability to lead change and embed a high-performance culture
Make your move. Make your mark.
What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.
Showing up for every Australian
We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
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.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
Location: ADELAIDE, SA, AU, 5000
PERTH, WA, AU, 6000
Employment Type: Permanent Full Time
Drive revenue outcomes and strategic growth initiatives
Lead and grow a high-performing financial advice practice
Permanent full-time position, location Perth or Adelaide
The opportunity to join our team
We have an exciting opportunity for an Advice Practice Manager to join our Bridges team, supporting practices across WA and SA. In this role, you will be accountable for the leadership, performance, and growth of a financial planning practice, ensuring strong commercial outcomes and exceptional client experiences. You will drive the execution of growth strategies, mentor Financial Planners, and embed a high-performance, professional services culture. Partnering closely with leadership and head office teams, you will ensure alignment to national standards and strategic priorities. This is a key leadership role focused on delivering sustainable business growth while maintaining strong compliance and client-centric outcomes.
Key Responsibilities:
Accountability for revenue growth and delivery of agreed practice growth plans into creative work and brand guidelines
Lead, develop, and manage Financial Planners to achieve individual and practice performance targets
Oversee the efficient operation and commercial performance of the practice (including P&L accountability)
Drive a strong client-centric culture aligned to the Bridges advice proposition and investment philosophy
Implement national policies, processes, and standards in collaboration with leadership and head office teams
Coach and mentor Financial Planners to enhance client acquisition and retention strategies
Build and maintain strong referral partner relationships to support business growth
Monitor and drive performance metrics using reporting tools to ensure accountability across the practice
Foster a professional, ethical, and high-performing team culture
Undertake Line 1 supervision, ensuring compliance, incident management, and audit remediation activities are completed
What you will bring:
Significant leadership experience within the financial advice industry
Proven success in managing commercial operations, including P&L responsibility
Strong understanding of financial advice regulations, legislation, and industry best practices
Demonstrated ability to coach and mentor Financial Planners to grow revenue and client base
Experience driving business growth through strategic planning and execution
Strong stakeholder management skills, with the ability to collaborate across multiple teams
Excellent communication and interpersonal skills
High level of professionalism with a commitment to ethical behaviour and compliance
Relevant industry qualifications (e.g., ADFP) and/or RG146 (advantageous)
Ability to lead change and embed a high-performance culture
Make your move. Make your mark.
What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.
Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.
Showing up for every Australian
We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
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.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
💡 Quick Summary
Seeking a career-building opportunity? The Advice Practice Manager position is now open for candidates interested in the BPO Jobs sector. This role in Adelaide offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in BPO Jobs is a plus.