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
Working closely with Financial Advisers and the broader financial planning team, you will be responsible for:
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 To be successful, you will ideally have:
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 compliance
The 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
If you think this could be the role for you, please apply now.
If you have any questions, please contact Lachie Young from Fuse Recruitment on ************ or ******.
At Fuse, we specialise in recruitment for the financial advice industry and actively source for a broad range of established clients.
If you are an experienced paraplanner seeking your next leadership opportunity, we would love to hear from you.
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