Practice Manager

About the role

Nautica Wealth Management is seeking an experienced Practice Manager to join our growing team in Sydney. This is a full-time position that plays a critical operational and strategic role in supporting the success and growth of our financial planning practice. As Practice Manager, you will be responsible for overseeing the day-to-day operations of our practice, ensuring exceptional client service delivery, managing team performance, and contributing to the achievement of our business objectives. This role is essential to maintaining the high standards of professionalism and efficiency that define Nautica Wealth Management.

Key responsibilities

• Oversee all operational functions of the practice, including client administration, scheduling and compliance with regulatory requirements

• Manage and supervise practice staff, providing leadership, coaching and performance management to ensure team productivity and professional development

• Develop and implement operational policies and procedures to enhance efficiency and service delivery

• Monitor financial performance of the practice, including budgeting, expense management and revenue optimisation

• Coordinate client onboarding processes and ensure smooth transitions of new clients into the practice

• Maintain and manage client records and ensure compliance with all relevant data protection and privacy regulations

• Liaise with financial advisers and planners to support the delivery of high-quality wealth management services

• Manage relationships with external service providers and vendors to ensure cost-effectiveness and service quality

• Identify opportunities for process improvements and implement systems to enhance operational excellence

• Prepare reports and analytics to monitor practice performance and inform strategic decision-making

What we're looking for

• Proven experience in a practice management or similar operational management role within a financial services environment, ideally in wealth management or financial planning

• Strong knowledge of financial services regulatory requirements, compliance frameworks and industry best practices

• Demonstrated ability to manage teams effectively, with excellent leadership and interpersonal skills

• Excellent organisational and time management abilities, with the capacity to prioritise multiple tasks and deadlines

• Proficiency in financial systems and client management software, with the ability to learn new technologies quickly

• Strong analytical and problem-solving skills with the ability to identify operational inefficiencies and implement solutions

• Excellent written and verbal communication skills, with the ability to communicate effectively with staff, clients and stakeholders

• A commitment to maintaining professional standards and fostering a client-centric culture

• Qualifications in business management, finance or a related discipline are advantageous

• Experience working in a professional services environment or financial advisory practice is highly desirable

What we offer

At Nautica Wealth Management, we recognise that our people are our greatest asset. We offer a competitive full-time position with attractive remuneration and the opportunity to grow within a dynamic and supportive organisation. We are committed to providing a positive workplace culture that values professional development, collaboration and work-life balance. We offer flexible working arrangements where appropriate, professional development opportunities and access to training and mentoring programmes. Our team enjoys a collaborative environment where contributions are recognised and valued. We are committed to creating an inclusive workplace and welcome applications from candidates of all backgrounds. If you require any adjustments or alternative formats of key information during the recruitment process, please let us know and we will do our best to accommodate your needs.

About us

Nautica Wealth Management is a dedicated financial planning and wealth management company committed to delivering personalised, professional financial advice to our clients. We pride ourselves on our expertise, integrity, and client-focused approach to wealth management. Our team comprises experienced financial planners and advisers who are passionate about helping clients achieve their financial goals and build lasting wealth. We operate with a strong commitment to professional standards, regulatory compliance and ethical business practices. At Nautica Wealth Management, we believe in building long-term relationships with our clients and providing comprehensive financial solutions tailored to their individual needs and circumstances.

Apply now

If you are an experienced practice manager looking for an opportunity to contribute to a growing financial planning practice, we would like to hear from you. Please submit your CV, a cover letter outlining your relevant experience and interest in the role to apply for this position at Nautica Wealth Management.