Logo for Head of Operations - Financial Planning

Head of Operations - Financial Planning

Cartwright Jones Pty Ltd
Sydney, NSW
A$160,000-$200,000 p/a + Super + Bonus
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 7 days ago


A highly regarded, independently owned wealth advisory firm based in Sydney’s CBD is seeking a driven and capable Head of Business Operations to join their leadership team.

With 20 staff and plans to scale significantly in the coming years, this is an exciting opportunity to step into a senior, high-impact role where you can take the next step in your career and help shape the future of a growing business.

About the Role

Reporting directly to the Directors, you’ll lead day-to-day operations across the firm—spanning finance, compliance, HR, IT, and client administration. You’ll manage a team of 7 direct reports and play a key role in building out the firm’s infrastructure, systems, and team as the business continues to grow.

This role suits someone who enjoys both strategic input and hands-on execution, with the autonomy to influence business outcomes.

Key Responsibilities

Oversee internal operations across finance, compliance, people, and client services

Lead AFSL and MDA compliance, risk reporting, audits, and governance frameworks

Manage HR lifecycle including recruitment, onboarding, contracts

Maintain strong financial management, including budgeting, forecasting, and reporting

Support adviser transitions, client administration, and service delivery

Coordinate IT vendors, internal systems, marketing, and office operations

Play a key role in acquisition integration and future growth planning

What We’re Looking For

Proven experience in a similar operations, general management, or practice leadership role

Strong understanding of AFSL compliance, financial controls, and HR best practices

Confident team leader with the ability to manage a growing operations team

A self-starter who enjoys building systems and improving efficiency

Excellent communication skills and a collaborative, can-do approach

Why Join?

Take the next step in your career in a leadership role with genuine scope and impact

Work closely with senior decision-makers in a respected, client-first business

Be part of a stable, collaborative team with low turnover and strong values

Competitive salary package ($160k–$190k + Super + Bonus ), with long-term potential

To Apply for the role please press apply now or call James on 0451 831 861 for a confidential discussion.


About Cartwright Jones Pty Ltd

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

Looking for More Opportunities?

Explore more jobs with upfront salary details that respect your worth.

Financial planning Client Service Manager

Delta Financial Grouo

Logo for Financial planning Client Service Manager
Sydney, NSW
A$80,000-$100,000 p/a
Full-time
Hybrid

Financial Adviser - HNW Client Base

International Search Partners

Sydney, NSW
A$150,000-$160,000 p/a
Full-time
Hybrid

Experienced Financial Adviser

Wealthline

Sydney, NSW
A$100,000-$150,000 p/a
Full-time
Remote

Financial Advisor - HNW IFA

Integrate Recruitment

Logo for Financial Advisor - HNW IFA
Sydney, NSW
A$160,000-$200,000 p/a
Full-time
On-site

Adviser and Operations Associate

Finchley & Kent

Sydney, NSW
A$55,000-$60,000 p/a
Full-time
On-site

Client Services Officer (CSO) / Financial Planning Administrator

Quinn Consultants

Logo for Client Services Officer (CSO) / Financial Planning Administrator
Neutral Bay, NSW
A$75,000-$85,000 p/a
Full-time
On-site

Client Services Manager - Lower North Shore - Financial Planning

FS Recruitment Solutions

Mosman, NSW
A$80,000-$100,000 p/a
Full-time
On-site

Client Services Officer / Financial Planning Assistant

Newcastle Advisors

Warners Bay, NSW
A$60,000-$80,000 p/a
Full-time
On-site