Head of Shadforth QLD

at  IOOF Holdings

Date: 3 Jul 2024
Location:Brisbane, QLD, AU, 4000
Employment Type: Permanent Full Time
Shadforth Financial Group is one of Australia’s 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 award-winning 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 people’s skills and offering careers, not just jobs.

THE ROLE

Excellent opportunity to lead our Shadforth business in Queensland. 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 28 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 RESPONSIBILITIES:

• Support the company’s goal of being the pre-eminent provider of wealth management services in the State
• Lead & mentor the state’s Private Wealth Advisers towards delivering agreed client service standards, together with their individual & the State’s collective, growth and sales performance targets
• Work 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 procedures
• Lead, cultivate and develop a Professional Services culture in the State that while focussed on the local market has a national presence and personality
• Responsible for building a strong presence in the State market and be the face of Shadforth externally to support the building of the firm.