Paraplanning Manager

Hawthorn, Melbourne | Permanent | $120k–$130k Package An exciting prospect has become available for an experienced Senior Paraplanner/Paraplanning Manager to step into a leadership-focused role within an established financial planning business.

This position will see you take ownership of paraplanning workflow across the wider advice team while providing leadership, mentoring and technical guidance to an offshore paraplanning team .

The Role

Working closely with Financial Advisers and the broader financial planning team, you will be responsible for:

- Managing and coordinating paraplanning workflow across the advice team
- Mentoring, developing and supporting the offshore paraplanning team
- Reviewing Statements of Advice and other advice documentation to ensure quality and accuracy
- Allocating work and managing priorities, deadlines and service standards
- Providing technical guidance on complex advice strategies
- Acting as the key link between advisers and the offshore paraplanning function
- Identifying opportunities to improve processes, efficiency and quality across the paraplanning function
- Supporting the wider advice team to deliver a consistently high standard of client service

About You To be successful, you will ideally have:
- 7+ years' paraplanning experience within financial advice
- Previous management, team leadership or mentoring experience




- Demonstrated experience working with and managing an offshore paraplanning team
- Strong technical knowledge across financial advice strategies and documentation
- Excellent workflow and stakeholder management skills
- High attention to detail and a strong understanding of advice quality and compliance
- The confidence to mentor others and work closely with experienced Financial Advisers

What's on Offer
- $120k–$130k package
- Permanent opportunity based in Hawthorn
- Opportunity to take ownership of the paraplanning function
- Genuine leadership and mentoring responsibilities
- Work closely with an established financial planning team
- Ideal next step for an experienced paraplanner looking to move further into leadership and people management

If you think this could be the role for you, please apply now. If you have any questions, please contact Lachie Young from Fuse Recruitment on 0411 931 034 or [email protected]. At Fuse, we specialise in recruitment for the financial advice industry and actively source for a broad range of established clients. If you are an experienced paraplanner seeking your next leadership chance, we would love to hear from you. Know someone suitable for this role? Refer them to us and earn up to $500 for every successful referral. Refer them here: https://www.fuserecruitment.com/job-seekers-refer-a-friend/

📌 Paraplanning Manager (Hawthorn East)
🏢 Fuse Recruitment
📍 Hawthorn East