Job Title

Shadforth Financial Group is one of Australias 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 awardwinning 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 peoples skills and offering careers, not just jobs.The RoleExcellent opportunity to lead our Shadforth business in Perth. 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 large team of 24 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 ResponsibilitiesSupport the companys goal of being the preeminent provider of wealth management services in the StateLead & mentor the states Private Wealth Advisers towards delivering agreed client service standards, together with their individual & the States collective, growth and sales performance targetsWork 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 proceduresLead, cultivate and develop a Professional Services culture in the State that while focussed on the local market has a national presence and personalityResponsible for building a strong presence in the State market and be the face of Shadforth externally to support the building of the firmWhat you will bringProven track record in leading and motivating a large advice teamSolid financial planning experiencePassion for sales and developing referral sources for new businessStrong marketing, sales and client service leadership experienceAbility to manage change and lead the team with influenceTertiary and Industry qualificationsMake 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, well 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, youll be making a positive impact in peoples lives straightaway and every day. The first point of contact for our clients whenever they need support.Along the way, youll 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 AustralianWere one of Australias 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.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. #J-18808-Ljbffr