Senior Paraplanning Manager Offshore Collaboration Victoria

Senior Paraplanning Manager Offshore Collaboration Victoria

27 Sep
|
Bentleys Victoria
|
Victoria

27 Sep

Bentleys Victoria

Victoria

Job Description

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.

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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 Victoria
🏢 Bentleys Victoria
📍 Victoria

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