Paraplanning Manager Lead, Mentor & Optimize Workflow Melbourne

Paraplanning Manager Lead, Mentor & Optimize Workflow Melbourne

21 Oct
|
Advice2Talent
|
Melbourne

21 Oct

Advice2Talent

Melbourne

An exciting prospect 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 paraplanningPrevious management or team leadership experienceProven experience working with and managing an offshore paraplanning teamStrong understanding of financial planning processes and complianceExcellent organisational and workflow management skillsConfident communicator with the ability to mentor and develop othersWhat's on Offer:Permanent full time position$130K–$140K packageLeadership prospect within an established financial planning environmentOpportunity to make a genuine impact across the paraplanning functionInterested?
Contact Carolina at or Hannah at for a confidential discussion.
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📌 Paraplanning Manager Lead, Mentor & Optimize Workflow Melbourne
🏢 Advice2Talent
📍 Melbourne

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