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Advice Team Lead – Business Advisory
Advice Team Lead – Business AdvisoryTraction • Council of the City of Sydney, New South Wales, Australia
Advice Team Lead – Business Advisory

Advice Team Lead – Business Advisory

Traction • Council of the City of Sydney, New South Wales, Australia
23 days ago
Job description

Advice Team Lead – Business Advisory### Job DescriptionLead a high-performing team and drive revenue and client growth across our Accounting and tax business. Reporting to the Head of Advice, Accounting and Tax, you will lead the Central region Adviser Services team to deliver consistent, high-quality outcomes for advisers and clients. You will build team capability, strengthen service standards and embed consistent ways of working aligned to our Business Plan priorities, partnering closely across the Findex network. Your role, your contribution! Drive sustainable revenue growth through targeted business development and cross-division referrals.* Expand target markets and support pricing discipline, winning new clients and growing existing relationships.* Improve client engagement and retention using agreed digital tools, reporting on measures including NPS.* Lead team delivery performance, ensuring consistent, high-quality client outcomes.* Champion the Client Teams Model (CTM) and strong collaboration across the team* Develop a high-performing team through coaching and clear expectations* Maintain operational and compliance discipline, partnering with Risk and Compliance and applying key policies consistently. The benefits of joining us! Flexible working arrangements through our flexible working policy* Purchase additional leave to support life commitments and planned breaks.* Performance bonus opportunity, aligned to role outcomes and business performance.* Structured leadership programs and development pathways, with coaching and learning support.* Strong internal networks and support across Findex (Operations, New Business Solutions and People) to help you succeed in the role. What you bring to the role : Proven senior leadership experience, with the ability to inspire others and set clear direction.* Strategic mindset that clarifies vision, aligns priorities, and drives shared purpose and outcomes.* Strong client management capability, including winning new clients, cross-selling service lines* Demonstrated growth and sales leadership across complex teams with multiple service and product lines.* Strong stakeholder management and delivery coordination across teams to achieve end-to-end outcomes.* Public practice accounting knowledge and experience If this role sounds like a good fit – Apply now !At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across over 100 offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community – The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For You – At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For our Customers – Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference For Diversity & Inclusion – Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.Location## Job Skills

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Advice Team Lead – Business Advisory • Council of the City of Sydney, New South Wales, Australia

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