Job Title

We''re a fast-growing, community-focused financial planning practice in Southwest WA. Over the past five years we''ve tripled in size, and we''re now looking for a highly capable operator to help us build the next stage of scalable, client-first operationsso we can deliver on our goal of helping 1,000 families enrich their futures. The opportunity This is a hands-on leadership role spanning operations, people, reporting and improvement projects. You''ll work closely with the Managing Director/Board to keep the engine running smoothly day-to-day, while also driving high-value efficiency and technology improvements across a multi-site practice with Australian and offshore support. What success looks like By 3 months: you''ve built strong relationships across the advice and support teams, understood the current workflows and service standards, and identified the key friction points and quick wins. By 6 months: you''ve helped develop a clear, prioritised plan for high-value improvement projects (process, capacity, reporting and tech enablement) and are comfortable to start implementing changeswhile keeping day-to-day operations running smoothly for our team and clients. Key responsibilities (high level) Lead day-to-day operations across two office locations, supporting advisers and maintaining an excellent client experience. Manage Australian and offshore support staff: clear expectations, consistent workflows, communication and capacity planning. Own operational reporting and dashboards (productivity, capacity, turnaround times, pipeline, revenue/cost). Drive efficiency and tech adoption projects (automation, documentation, workflow optimisation). Oversee key compliance processes and support the practice to meet licensee and audit requirements. About you Proven experience (typically 3+ years) in practice management / operations within financial planning, accounting, or professional services. Strong operations experience is essential and will be prioritised over specific industry background. A strong "operator" mindset: you can stabilise the day-to-day while designing better ways of working. Comfortable with data and reportingable to turn activity into insights and practical decisions. Confidence leading and motivating a mixed onshore/offshore support team. Tech-curious and pragmatic: you enjoy improving systems, workflow tools and automation to keep pace with a changing advice landscape. Flexibility, location & salary Part-time / flexible: 4 days per week (or equivalent) with flexible hours (including school hours). Hybrid: minimum 1 day per week in Mandurah, plus time in Bunbury each month. Salary: Great base salary + performance bonus + super, depending on experience. How to apply Please apply with your CV and a short cover note or video outlining why this role and location setup suits you, and an example of an operational improvement you''ve delivered (process, reporting or tech).