An exciting opportunity for an experienced Paraplanning Manager to take the lead in a growing financial planning team based in Hawthorn.

This role is ideal for a highly experienced paraplanner who enjoys mentoring, managing workflow and supporting a high-performing team, including an offshore paraplanning function.

The Role: You will be responsible for overseeing paraplanning workflow across the wider financial planning team while providing guidance, mentoring and support to the offshore paraplanning team.

About You:

7+ years’ experience in paraplanning

Previous management or team leadership experience

Proven experience working with and managing an offshore paraplanning team

Strong understanding of financial planning processes and compliance

Excellent organisational and workflow management skills

Confident communicator with the ability to mentor and develop others

What's on Offer:

Permanent full-time position

$120K–$130K package

Leadership opportunity within an established financial planning environment

Prospect to make a genuine impact across the paraplanning function

#J-18808-Ljbffr

📌 Paraplanning Manager (Port Phillip City)
🏢 Advice2Talent
📍 Port Phillip City