The Practice Management Implementation Consultant will be required to actively assist the Practice Management business unit to support advisory practices with the implementation of principles, philosophies and tools presented at the training and coaching workshops to be conducted in the roll out of the planned program
Minimum Requirements
Education:
- Bachelor's degree in Business, Financial Planning, Management, or a related field (required)
Postgraduate qualification in Financial Planning (advantageous)
Experience:
n/a
Skills and Competencies:
Be able to engage professionally and build rapport
Build relationships
Attention to detail
Attention to detail and high levels of accuracy
Ability to work in self-directed, fast-paced environment
Excellent communication skills (verbal, written and presentation) with technical writing skills
Data driven thinking
Time management
Meticulous
Well spoken
Proactive
Organisational skills and attention to details
Duties and Responsibilities
Attend all Practice Management module presentations and build rapport with attendee Advisers
Engage Advisers to ensure adoption and implementation of tools, processes, procedures, systems and documentation
Customize tools, processes, documentation as appropriate to enable implementation in individual practices
Provide Specific project support required by participant Advisory practices
Research, and assist to prepare presentations
Assist in Identifying and understanding problems through gap analysis, quantitative reporting, research, and statistical analysis
* Skilled in generating process documentation
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