Senior Paraplanning Manager – Offshore Collaboration (Melbourne)

Senior Paraplanning Manager – Offshore Collaboration (Melbourne)

25 Sep
|
Bentleys (Victoria
|
Melbourne

25 Sep

Bentleys (Victoria

Melbourne

Bentleys (Victoria) Pty Ltd is seeking a Senior Paraplanning Manager in Melbourne to lead end-to-end advice preparation and coordinate with advisers and offshore paraplanners. You will oversee strategy interpretation, document drafting and quality control to deliver high-standard financial advice.

You will manage workflow, drive process improvements and coach offshore teams, ensuring accuracy and compliance across SOAs, ROAs and cashflow modelling.

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📌 Senior Paraplanning Manager – Offshore Collaboration (Melbourne)
🏢 Bentleys (Victoria
📍 Melbourne

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