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

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

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 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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