Paraplanning Manager
Salary Negotiable
Location Sydney CBD
* Be part of a high energy, customer centric team * Flexible working arrangements *...Paraplanning Manager
Salary Negotiable
Location Sydney CBD
* Be part of a high energy, customer centric team * Flexible working arrangements * Excellent remuneration and benefits

You will be working for one of the leading financial organisations in Australia and they are looking for an experienced People Leader to join. In this role, you will be responsible for managing a large Paraplanning Team nationally and supporting the Financial Planning business across multiple brands, while also allowing you to engage and be heavy involved with high level Executive Senior management and decision making.

Key responsibilities:

Lead and manage the Paraplanning team
Coaching, mentoring and ensuring continued professional development
Maintain constructive working relationships with the Leadership and Advice Delivery teams
Engage broader business through collaboration, building strong relationships internally and externally
Monitor team and personal adherence to the compliance framework, ensuring all Paraplanning processes, procedures are document and maintained
Ensure the business is appropriately resourced and supported to deliver efficient and compliant Advice Documentation in a timely manner
Continual focus on business efficiencies and enhanced productivity to provide client best interest outcomes.
Key requirements:

Degree qualified with a minimum of an Advanced Diploma of Financial Planning (CFP would be highly regarded)
Minimum 3 years direct financial planning experience
Minimum 3 years experience in people leadership and financial services
Strong leadership and management skills
Experience developing and implementing/improving process efficiencies
Excellent client relationship skills and the ability to work collaboratively
Comprehensive knowledge of legislation, regulatory obligations and industry advice practices that impact advice businesses.
To apply please call Ilze Du Preez on 0282 893 163 Show more