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.
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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 n
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- Managing and coordinating paraplanning workflow across the advice team
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- Mentoring, developing and supporting the offshore paraplanning team
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- Reviewing Statements of Advice and other advice documentation to ensure quality and accuracy
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- Allocating work and managing priorities, deadlines and service standards
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- Providing technical guidance on complex advice strategies
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- Acting as the key link between advisers and the offshore paraplanning function
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- Identifying opportunities to improve processes, efficiency and quality across the paraplanning function
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- Supporting the wider advice team to deliver a consistently high standard of client service
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About You nn
- 7+ years' paraplanning experience within financial advice
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- Previous management, team leadership or mentoring experience
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- Demonstrated experience working with and managing an offshore paraplanning team
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- Strong technical knowledge across financial advice strategies and documentation
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- Excellent workflow and stakeholder management skills
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- High attention to detail and a strong understanding of advice quality and complianceThe confidence to mentor others and work closely with experienced Financial Advisers
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What's on Offer nn
- $120k–$130k package
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- Permanent chance based in Hawthorn
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- Opportunity to take ownership of the paraplanning function
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- Genuine leadership and mentoring responsibilities
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- Work closely with an established financial planning team
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- Ideal next step for an experienced paraplanner looking to move further into leadership and people management
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