Paraplanning Manager

advice2talent; City of Melbourne; On-site; AUD 120,000 - 130,000; Full time

Benefits offered by this job

Leadership opportunity

On-site Hawthorn location

Job summary

Advice2Talent is seeking a Paraplanning Manager in Hawthorn to lead a growing financial planning team. You will oversee paraplanning workflow, mentor staff and coordinate with an offshore paraplanning function to ensure quality and timely delivery.

The ideal candidate has 7+ years in paraplanning, prior management experience, and strong knowledge of financial planning processes and compliance. This is a permanent full-time role offering a $120K-$130K package and leadership opportunities within

Qualifications

• 7+ years paraplanning experience
• Previous management or team leadership experience
• Experience managing offshore paraplanning team
• Strong understanding of financial planning processes and compliance
• Excellent organisational and workflow management skills
• Confident communicator with mentoring abilities

Responsibilities

• Oversee paraplanning workflow across the financial planning team
• Provide guidance, mentoring and support to the offshore paraplanning team

Job description

Paraplanning Manager | Hawthorn | $120K-$130K Package

An exciting opportunity 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.

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 paraplanning
• Previous management or team leadership experience
• Proven experience working with and managing an offshore paraplanning team
• Strong understanding of financial planning processes and compliance
• Excellent organisational and workflow management skills
• Confident communicator with the ability to mentor and develop others

What's on Offer:

• Permanent full-time position
• Hawthorn location
• $120K-$130K package
• Leadership opportunity within an established financial planning environment
• Opportunity to make a genuine impact across the paraplanning function