Head of Shadforth - WA

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 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 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 What you will bring

Proven track record in leading and motivating a large advice team Solid financial planning experience Passion for sales and developing referral sources for new business Strong marketing, sales and client service leadership experience Ability to manage change and lead the team with influence Tertiary and Industry qualifications 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. 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.

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