Practice Manager

Practice Manager

Office-based | Full-time | Port Adelaide, SA | Financial Services

About us

CPB Financial Services is a trusted financial planning practice committed to helping our clients achieve their long-term financial goals based in Port Adelaide for over 30 years. We pride ourselves on our client-first culture, collaborative team environment, and the high standard of service we deliver every day.

The opportunity

We are looking for a proactive Practice Manager to lead the day-to-day operations of our office. This is a pivotal role — you will work closely with our advisers / business owners and support team to ensure the practice runs efficiently, compliantly, and with an exceptional client experience at the centre of everything we do.

Key responsibilities

• Oversee daily office operations and manage administrative workflows to support advisers and client service staff

• Lead, mentor, and performance-manage the client services team, fostering a positive and high-performing culture

• Support the practice's Responsible Managers with their AFSL compliance activities, including maintaining registers, coordinating audits, and assisting with licensee reporting and documentation

• Manage practice technology platforms including Revex and Plutosoft, optimising systems and processes for efficiency

• Manage supplier relationships and business reporting to the directors

• Support strategic initiatives and contribute to the continued growth and development of the practice

About you

• Experience in a practice management or senior operations role within a financial planning or professional services environment

• Essential previous team management experience is required for this role

• Willingness to develop people leadership skills ideally with experience managing and developing a small team

• Excellent organisational and problem-solving skills, with a strong attention to detail

• Strong communication skills with the ability to build strong relationships with both clients and internal stakeholders

• Proficiency with Xplan and/or Plutosoft, and the Microsoft Office suite

• A relevant tertiary qualification in business, finance, or a related field is desirable but not essential

What we offer

• Competitive salary, commensurate with experience and skills

• Supportive, collaborative team culture

• Professional development and career growth opportunities

• A meaningful role where you can make a real impact to the practice

• Future equity opportunities possible for the right person

How to apply

If this sounds like the role for you, we'd love to hear from you. Please submit your CV and a brief cover letter outlining your relevant experience and why you would like to join the CPB team to ***@cpb.com.au with the subject line Practice Manager Application.

Applications will be reviewed on a rolling basis. Only shortlisted candidates will be contacted.