Advice Practice Manager

• 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.