Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you looking for an environment ready to match your ambitions? Do you want to join a team of experienced licensed professionals with a strong work ethic utilising cutting edge analysis tools and client management systems?As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers.As a result of continued growth they are extending their team of experienced Financial Advisers based in Sydney, where they offer services for the large and affluent expatriate communities in Australia.We are looking for highly motivated, successful Independent Financial Advisers already living on location or ready to relocate.Do you want to move your career to a company that will:• Recognise your efforts with excellent potential earnings• Give you access to a vast market ensuring excellent earning potential• Share ongoing fees• Provide you with qualified online leads and back office assistance• Provide continuous first class business development and financial trainingTheir financial advisers are committed to providing our clients with a first class experience. You will assess their needs regarding financial planning and wealth management issues, advise on appropriate products from top global financial institutions and offer tailored solutions. Through face to face meetings you will help our clients realise their financial goals.My client expects the very best from their advisers and they know that to be successful with then you will:• Pride yourself on your track record of achieving and exceeding targets in the financial services sector• Use your excellent communication skills to listen to, assess and connect to clients• Thrive in a challenging role using your drive and determination to personally succeed• Use your experience, maturity and wisdom to ensure client commitment and lasting relationshipsSKILLS REQUIRED:• Proven ability to work closely with HNI people remotely• Can generate business• Can deal with problems and challenges while staying calm• Relevant IFA qualifications are strongly preferred, but not essential if the candidate can clearly demonstrate the desire and ability gain their qualifications in a timely manner.IDEAL CANDIDATE:• UK qualified financial advisors with experience in advising UK expatriates• Has built or grown business by their own efforts• Worked under sales pressure• Provided complex financial advice• Enjoys a challenge• Has ability to deal with business risk• Has been recognised for achievements in business growth / sales• Can identify things they have done• Can turn data into a sales story• Can understand complex financial information• Consistent drive to move things forwardPlease note: This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience. UK level 4 CISI financial services qualifications preferable.

Head of Service

Michael Page, Melbourne

Key ResponsibilitiesProvide strategic leadership and guidance to the Service Team to ensure their ongoing performance meets the objectives of the organization.Process an ability to lead nurture and develop a team of true professionals, while also maintaining an existing client base.Offer exceptional interpersonal, management and relationship building skills, underpinned by keen business sense and commercial acumen.Building an outstanding work ethic with your team of technicians and back-office personnel showing your commitment that you are working as hard or harder than they are expected to work, garnering respect.Develop a team of professionals in the Australian and New Zealand Service business.Determining, implementing, and monitoring strategies, policies, and plans.Interpreting plans, drawings, and specifications, and providing advice on service methods and procedures to achieve customer satisfaction.Establishing service schedules and budgets.Ensuring conformity with specifications and plans, and with laws, regulations, and safety standards.Ensuring service standards of quality, cost, safety, timeliness, and performance are observed.Overseeing maintenance requirements to optimise efficiency.Liaising with marketing department and other managers regarding service growth plans to ensure plans are in-line with the overall strategy of the company.Maintaining the standards of service of highly technical products.Attend and participate in management meetings.Key Performance Indicators (KPI) Achieving service sales targets monthly, ensuring the department is always profitable.Managing key customer relationships while maintaining and fostering growth.Prepare accurate estimate worksheets, presentations, quotations and contracts for customers.Exceptional at planning and organising a diverse group of people in a head office environment along with remote working people across Australia and New Zealand.Adapt to market changes quickly while keeping an open mind to learning innovative ideas to help you and your team grown and be more efficient and successful.Be able to lead and develop a team of true professionals.Offer exceptional interpersonal, management and relationship building skills, underpinned by keen business sense and commercial acumen.Possess good selling and management skills to project the benefits of the brand.Critically important to be able to communicate with all customers.Be able to adapt to new ideas quickly, have an open mind and adapt/change with the times. You will want to learn and understand and see how new ideas and processes can help you and your team be more efficient.You will need to ensure that you quickly gain the respect of your employees, while setting high expectations for yourself and those around you and not allow for mediocrity within your team, ensuring they all follow the basic rules.Ensure that you have a well-managed service team that is well-organized, efficient and have employees that are confident and welcoming to internal and external customers.Performance Measures Achieve and exceed sales, unit, and gross profit targets.Conversion rate of prospect to customer and quotation to sale.Competitor awareness.Accuracy & timing of quotations.Major account maintenance.Database upkeep.Product Management; support to service.Exceed service sales targets.Maintaining a solid network of technical and sales support via the training programs.Direct Reports(roughly) 20 direct reports:Regional Service Managers, Service Technicians, Service Engineers, Service Business Developers, upper tier managers, administrator supportQualifications and ExperienceTertiary qualifications in service management, engineering or equivalent.Minimum of 5 -7 years' experience in appropriate environment.Knowledge of current market trends and best practices.Experience with SAP CRM or other database CRM systems.Computer literate in Microsoft Office products; Word, PowerPoint and Excel.Leading and CoachingEnsure the technical team process the required skills when the company launch new products in conjunction with overseas and local colleagues.Ensure technical training of service personnel are up-to-date to enable them to promote and service all products.Have outstanding work ethic and commitment to the position - your team will need to feel that you are working as hard or harder than they are expected to work, garnering respect.Foster a well-managed service team that is well-organized, efficient and have employees that are confident and welcoming to internal and external customers.Recognizing staff strengths and areas for improvement.Communicating high expectations to the team.Motivating and empowering staff through coaching and mentoring.Promoting achievements and providing honest feedback and guidance.Providing clear directions.Provide strategic leadership and guidance to the Service Team to ensure their ongoing performance meets the objectives of the organization.Process an ability to lead nurture and develop a team of true professionals, while also maintaining an existing client base.Offer exceptional interpersonal, management and relationship building skills, underpinned by keen business sense and commercial acumen.Attributes Well organizedPositiveCommon senseSelf-motivatedAble to take initiativeBehavioral SkillsAbility to manage people of diverse cultures, align and coordinate business processes and implement reporting systems that ultimately drive turnover to full potential.Establish a solid network of technical and sales support including training programs.Advise and liase with all stakeholders on the successful implementation of SAP processes and procedures.Support and promote brand image and increase market share to continuously improve productivityMust have confidence and show humility.Possess resilience, positive mental attitude to work and life, proactive at all times, sound problem solving ability (attention to detail, analytical and process driven), unquestionable emotional control (maturity).Demonstrate the necessary knowledge, skills and leadership qualities.Relationship buildingDirectly accountable to the Region Head APAC (report activities, accomplishments, issues)Co-ordinate plans and activities with the Region Head APACDotted line to the Global Service TeamHave the respect of your employees, while setting high expectations for yourself and those around you, not allowing for mediocrity within your team, ensuring they all follow the basic rules.Work closely with the Business Unit Managers, Product Managers, and others where applicable to meet the objectives set for the organization.Leadership Team.Team player.