Paraplanning Manager

Company Overview 

Our client is one of Australia’s leading Wealth Management groups, providing Wealth Management products to its clients via a range of well regarded brands.
This role sits within the paraplanning area who are responsible for delivering timely and accurate paraplanning services to a large and wide range of employed and self employed financial advisers.

Role Overview

The objective of the Paraplanning Manager is to manage and lead a team of paraplanners. Offering support, leadership, training/development and building a strong customer orientated culture. Also to continually look for process/system enhancements, improvements and to continue to develop the overall service model. The team is looking to grow and will be starting out small at first. 

Responsibilities

  • Lead a large paraplanning team including recruitment, retention and staff development.
  • Lead and manage the paraplanning team to deliver to previously agreed service levels in a timely and quality-focused manner.
  • Provide a pro-active, high quality, consistent support service to financial planners.
  • Build a strong team culture.
  • Achieve operational efficiency through process and system enhancements.

Skills & Experience

  • Substantial paraplanning experience 
  • Experience of managing and leading teams
  • Strong technical skills
  • Excellent relationship management skills
  • Experience in building operational efficiency
  • Bachelor qualification and ADFP

This role offers scope, diversity and the opportunity to prove yourself in a highly visible role. The organisation is experiencing growth and change, and offering great potential for the future. 

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Kimberley Wenn on (02) 9240 6381 for more information.

Connect with me to hear about similar roles not yet advertised https://au.linkedin.com/in/kimberleywenn

Paraplanning Manager

Please complete the form below to apply for this position

Upload your resume
or