Position Summary 

The Financial Accountant is an internal accounting role responsible for delivering accurate and timely financial reporting, maintaining balance sheet integrity, and supporting month‑end processes across Focus Partners Australia and related entities.

The role supports the broader Focus network by providing reliable financial information, strong collaboration across teams, and a responsive internal service mindset. While the role does not involve direct external client engagement, all team members across the Focus network are considered key internal stakeholders.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

Financial & Management Accounting

• Prepare and manage month-end close processes, ensuring accuracy, completeness, and adherence to reporting deadlines.
• Prepare journals, accruals, prepayments, and other month-end adjustments.
• Perform balance sheet reconciliations and investigate and resolve discrepancies in a timely manner.
• Support management and statutory reporting through accurate data preparation, analysis, and commentary as required.
• Prepare consolidated financial reports.
• Perform and review bank reconciliations.
• Prepare and lodge BAS, IAS, and FBT returns, and liaise with external tax advisers as required.
• Oversee and support external audit processes, ensuring all audit requirements are met within agreed timeframes.

FP&A, Budgeting & Performance

• Lead inputs into the annual budgeting process and rolling forecasts, partnering with business units and Focus Corporate to support robust financial planning.
• Develop and maintain driver-based models, including scenario and sensitivity analysis.
• Monitor financial performance against budget and forecast, providing clear variance analysis and insights to leadership and the Group Head of Finance.
• Deliver monthly performance cadence, including consolidated management packs, KPIs, analysis, and actionable recommendations.

Accounts & Debtors Management

• Oversee and manage debtor balances, including proactive follow-up and resolution of outstanding items.
• Support effective cashflow management through accurate reporting and reconciliation.
• Ensure compliance with RG 166 requirements.

Systems & Entity Accounting

• Support, maintain, and improve accounting systems and processes, including Xero.
• Take end-to-end accounting responsibility for assigned entities within the group.

Quality, Controls & Documentation

• Maintain clear, organised, and audit-ready working papers that appropriately support balances and transactions.
• Ensure accounting records are accurate, complete, and compliant with internal controls and standards.
• Proactively identify errors, inefficiencies, or risks, escalating issues early with practical recommendations for resolution.

Team Contribution & Internal Stakeholder Support

• Work collaboratively with finance team members and stakeholders across the Focus network.
• Provide timely, practical, and solution-focused support to internal stakeholders.
• Contribute positively to team culture through clear communication, adaptability, and shared accountability.
• Support onboarding of new team members and entity transitions to ensure continuity and smooth handovers.

 Qualifications

• Bachelor’s degree in Accounting or related discipline.
• 3+ years relevant experience in financial accounting, internal accounting or group accounting environments.
• Experience using Xero (highly desirable).
• CPA or CA qualification (or working towards)
• Intermediate to Advanced Excel skills.
• Experience using Fathom and Great Plains (preferred but not essential).

Skills and Attributes

• Strong organisation and time management skills, with the ability to manage competing deadlines.
• High attention to detail and commitment to accuracy and quality.
• Adaptable and resilient, with the ability to manage increased workloads and changing priorities.
• Strong communication skills and a collaborative working style.
• Positive attitude with a focus on team goals and continuous improvement.
• Strong internal service mindset, recognising colleagues across the Focus network as key stakeholders.

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

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Position Summary 

The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser’s proactively and professionally liaise with and provide support to clients, to exceed their expectations.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

• First point of contact with client and triaging client calls and emails for advisers.
• Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
• Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
• Prepare the required documentation for meetings.
• Identify and advise the client of any information/documentation required to have available for the meeting.
• Attend client meetings and take appropriate meeting notes – as required.
• Record actions and tasks in Financial Planning administration system.
• Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
• Liaise with external parties (product providers and the clients other professional advisers) to collect client information
• Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
• Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
• Liaise with clients to keep them informed of the status of the strategy recommendations implementation.
• Agree on approach with the Financial Adviser(s) relating to management of client reviews.
• Complete and send out Annual Engagements and Fee Consent forms.
• Complete required documentation to support the review process including but not limited to: Fact Find.
  • Current Financial Plan.
  • Financial Planning software reports.
  • Other documents may apply to specific processes
• Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices

Qualifications

• Minimum 5+ year experience in a client service manager or similar role.
• Experience within Financial Services industry a requirement
• Exceptional organisational and time-management skills.
• Strong ability to coordinate workflow and deliver against deadlines
• Exceptional client service skills
• Strong attention to detail

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

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Position Summary 

The purpose of the Client Service Officer (CSO) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser/s proactively and professionally liaise with and provide support to clients, to exceed their expectations.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

• First point of contact with client and triaging client calls and emails for advisers.
• Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
• Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
• Prepare the required documentation for meetings.
• Identify and advise the client of any information/documentation required to have available for the meeting.
• Attend client meetings and take appropriate meeting notes – as required.
• Record actions and tasks in Financial Planning administration system.
• Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
• Liaise with external parties (product providers and the clients other professional advisers) to collect client information
• Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
• Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
• Liaise with external parties to collect client information and inform them of any changes to the clients’ financial strategy.
• Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client.
• Liaise with clients to keep them informed of the status of the strategy recommendations implementation
• File all clients’ documentation.
• Agree approach with the Financial Adviser(s) relating to management of client reviews.
• Complete and send out Annual Engagements and Fee Consent forms.
• Complete required documentation to support the review process including but not limited to:
  • Fact Find.
  • Current Financial Plan.
  • Financial Planning software reports.
  • Other documents may apply to specific processes
• Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices.

 Qualifications

• 2 to 5+ years experience in a client service role
• 2 to 5+ years experience within Financial Services
• Experience within a financial planning practice desired

Skills and Attributes

• Strong client service ethos
• Organisational and time-management skills.
• Strong desire to learn and develop
• Ability to work autonomously or as a team member
• Driven and ability to meet deadlines

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

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Position Summary 

The Practice Manager | Accounting is responsible for the effective leadership, coordination, and continuous improvement of practice management for the accounting division across all locations. The role provides strategic and operational oversight of onshore and offshore teams and ensures consistent, efficient, and high‑quality service delivery aligned with the organisation’s objectives and regulatory requirements.

Working closely with the Head of Accounting, this position plays a key role in driving operational excellence, supporting sustainable growth, and fostering strong working relationships across offices, service lines, and global teams.

This role can be located in Brisbane, Queensland, Australia; Melbourne, Victoria, Australia; Sydney, New South Wales, Australia.

Primary Responsibilities

Strategic Accounting Operations Management:

• Lead and optimise operations across all locations, ensuring alignment with broader company goals and strategic initiatives.
• Develop and execute scalable processes and systems to drive operational efficiency and productivity across the division.
• Work with the Head of Accounting and the Compliance Team to ensure all regulatory and organisational standards are met, ensuring a high level of quality control across the division.

Global Team Leadership & Management:

• Lead and manage both onshore Client Services Team and offshore teams, fostering a culture of collaboration and excellence in line with company values.
• Design and implement best practices for managing offshore teams
• Drive the performance of global teams, ensuring high-quality outcomes, productivity, and alignment with business objectives.
• Drive change management initiatives to support global team integration and performance.

Relationship Management:

• Cultivate and maintain strong, long-term working relationships across multiple locations, serving as the trusted point of contact.
• Understand client needs and work proactively to exceed expectations by delivering high-quality services.
• Identify improvements in service delivery, and ways to drive client satisfaction and retention.

Financial Leadership & Budgeting:

• Work closely with senior leadership and finance teams to monitor and optimise office expenses and resource allocation.
• Ensure accurate billing, timely invoicing, and financial reporting in alignment with the company’s standards and client agreements.
• Identify opportunities for cost optimisation and revenue growth.

Operational Excellence & Continuous Improvement:

• Lead the development of a culture of continuous improvement, proactively identifying and implementing strategies to enhance division and team performance.
• Utilise data and insights to measure key performance indicators (KPIs) and drive operational decisions.
• Collaborate with the Leadership Team to define and implement long-term growth strategies, including resource planning and technology integration.

Risk Management & Problem Solving:

• Identify and mitigate risks related to the division’s operations, employee performance, client relations and global team dynamics.
• Maintain divisions risk matrix.
• Liaise with the Head of Accounting to provide solutions to complex operational issues, working across teams to implement corrective actions and improve processes.
• Act as a key decision-maker for resolving conflicts, operational bottlenecks, and client service concerns, working closely with the Head of Accounting.

Qualifications 

• Extensive experience (7+ years) in managing multi-office operations, ideally within a practice-based environment.
• Proven success in managing offshore teams, with a deep understanding of the challenges and nuances of offshore operations.
• Demonstrated leadership skills, including team management, development, and performance optimisation.
• Exceptional communication and interpersonal, skills, with the ability to engage and influence stakeholders at all levels.
• Strong financial acumen with the ability to manage budgets, expenses and cost optimisation.
• Advanced problem-solving abilities and strategic thinking, with a focus on long-term growth and efficiency.
• Proven ability to drive operational excellence and continuous improvement in dynamic environments.
• Strong understanding of accounting/financial principles and operational best practices.

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

Position Summary

The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and excellence of personalised wealth advisory services to high-net-worth (HNW)) and ultra-high-net-worth (UHNW) clients and their families.

The Head of Wealth Advisory leads an end-to-end team of wealth advisors, paraplanners, client service and operations professionals while ensuring fiduciary standards, regulatory compliance, exceptional client outcomes, and sustainable business growth. This individual serves as a key member of the senior leadership team, championing client-centric advice, innovation in financial planning & investment solutions, and the overall performance of the advisory platform.

This role can be located in Syndey, New South Wales, Australia; Brisbane, Queensland, Australia.

Primary Responsibilities

Strategic Leadership & Business Development

• Define and execute the long-term vision and strategy for the FPA Wealth Advisory team, aligning with overall business objectives and prioritising both organic and inorganic growth pathways.
• Drive organic growth in Net New Assets (NNA), revenue, and market share through new client acquisition, deepening existing relationships, expanding service offerings, and cultivating a robust referral ecosystem.
• Build and nurture high-value referral partnerships with external centers of influence (e.g., CPAs, Wills & Estates Lawyers, Consultants, and other professionals) to generate consistent, high-quality leads and enhance t
• he firm's reputation in target markets.
• Partnering with the President of Focus Partners Australia to identify, evaluate, and pursue strategic expansion opportunities through mergers and acquisitions (M&A), including assessing potential acquisition targets (e.g., complementary advisory practices or teams) and joint ventures.

Performance & Reporting

• Own P&L responsibility for the Wealth Advisory division.
• Monitor key performance indicators (KPIs) including NNA growth (organic and inorganic), revenue per advisor, referral-sourced new business, client acquisition/retention, fee realisation, profitability, and M&A pipeline/progress, process efficiency metrics (eg time saved through automation or AI adoption)
• Provide regular executive reporting and presentations to senior leadership on growth strategies, partnership outcomes, digital initiatives, M&A opportunities and operational efficiencies.

Team Leadership & Talent Development

• Lead, motivate, and mentor a high-performing team of private wealth advisors, associate advisors, paraplanners, client service and operations professionals.
• Collaborate with People & Culture (P&C) to foster a culture of growth, excellence, collaboration, continuous learning, and client-first mindset.
• With P&C establish clear performance metrics, compensation structures (including incentives tied to referrals and growth initiatives), and development programs aligned with business goals.

Client Experience & Advisory Excellence

• Ensure delivery of highly personalised, comprehensive wealth advisory services including financial planning, investment portfolio construction, retirement & legacy planning, tax-efficient strategies, risk management, philanthropy, and intergenerational wealth transfer.
• Maintain ultimate accountability for the overall client experience with a focus on client satisfaction and retention.
• Champion the business’s regulatory obligations, best-in-class advice standards and seamless integration of digital experiences (e.g client portals, automated insights) with human led advice.
• Partner with Risk & Compliance, Service Design & CX and technology teams to proactively address regulatory changes, emerging risks, service challenges and opportunities for process automation.

Qualifications

• 10+ years of progressive experience in wealth management or financial advisory services in Australia, with at least 6–8 years in senior leadership roles (e.g., Head of Advice, Head of Sales etc)
• Proven track record of building and scaling high-performing advisory teams, driving consistent FUM & revenue growth through organic channels, referral networks, and inorganic initiatives (M&A, acquisitions, or integrations).
• Demonstrated success in leveraging technology (e.g., CRM systems, AI/analytics tools, portfolio platforms, automation workflows) to drive efficiency, adviser productivity, and client outcomes.
• Experience driving teams to deliver repeatable, scalable processes to automate routine tasks, streamline operations, and support business growth.
• Expertise in comprehensive wealth planning, portfolio construction, capital markets, alternative investments, tax/estate strategies, client relationship management, and business development via professional alliances.
• Full compliance with ASIC professional standards for relevant providers (including meeting the legislated education/qualifications standard as of 1 January 2026 or via experienced provider pathway, registration on the Financial Advisers Register (FAR), and ongoing CPD obligations).
• Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or related field (Master’s degree, MBA, or equivalent strongly preferred).
• Strategic thinker with strong business acumen, commercial orientation, and experience in evaluating M&A opportunities, partnership structures, and digital transformation roadmaps.
• Exceptional leadership, coaching, and people-development capabilities, with a focus on building growth oriented, client focused advisory teams
• Outstanding interpersonal and communication skills; able to build trust with sophisticated clients, advisers, external referral sources, technology partners, and C-suite executives.
• Deep understanding of the current Australian regulatory environment (ASIC, Corporations Act, best interests duty, FAR), fiduciary best practices, integration considerations in M&A, and technology-enabled compliance/risk management.
• Analytical mindset with ability to interpret performance data, market trends, deal valuation/diligence, and efficiency metrics from automated systems.
• High degree of integrity, professionalism, and commitment to ethical standards.

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