Lead Paraplanner - manage a team

Job Title: Lead Paraplanner - manage a team
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: ASAP
Reference: 206084_1602215534
Contact Name: Fiona Lu
Contact Email:
Job Published: October 09, 2020 14:52

Job Description

An excellent opportunity has arisen for a Senior paraplanner to join one of the leading wealth management firm. You will also have the flexibility to work from home part of the week.

This role is a rare opportunity to step into a leadership role to develop your career as you will develop and lead a team of junior paraplanners ensuring they meet monthly targets and your team produces high quality work within budget.

The Role:

  • Lead a team of paraplanners to produce high quality work
  • Develop and train junior paraplanners and conduct one on one training for mentoring sessions
  • Ensure your team meet monthly targets and deadlines within budget
  • Develop complexed Statements of Advice and Record of Advice.
  • Management of client portfolios
  • Engage in development and training programs
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies

You Will Need:

  • Must have 5+ years' experience as a paraplanner (using XPLAN)
  • Team leader experience is desirable but not required
  • Strong XPLAN skills, also has experience with WealthSolver, Risk Researcher and XTools+
  • Strong communication skills
  • RG146 Compliant
  • Relevant degree
  • Strong written and verbal communication skills

Please apply by the link below or email Fiona Lu directly on email or call on 02 8267 2492 for a confidential discussion

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