Paraplanning Manager
Hawthorn, Melbourne | Permanent | $120k–$130k Package
An exciting opportunity 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
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
7+ years' paraplanning experience
within financial advice
Previous
management, team leadership or mentoring experience
Demonstrated experience
working with and managing an offshore paraplanning team
Robust 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 complianceThe 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
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📌 Paraplanning Manager (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne