Paraplanning Manager

Job Description

Paraplanning Manager \n

Hawthorn, Melbourne | Permanent | $120k–$130k Package

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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 \n

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• 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 \n

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• $120k–$130k package
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• Permanent opportunity 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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