Paraplanning Manager

Job Title: Paraplanning Manager
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: Negotiable
Reference: 183132_1522814946
Contact Name: Anson Lam
Contact Email:
Job Published: April 04, 2018 14:09

Job Description

An excellent opportunity has arisen for a paraplanning manager to join the financial advice team within a leading financial institution.

Your role is to lead the paraplanning team and work alongside along financial planners to provide personalised customer focused financial advice. Your objective is to deliver improved productivity and customer satisfaction ensuring adherence to regulatory standards.

The Role:

  • Develop and review accurate and succinct Statements of Advice
  • Manage paraplanning team to ensure
  • Provide ad hoc reporting to ensure process improvements
  • Responsible for compliance and adherence to SOA policy
  • Work with advisers to develop quality advice for clients
  • Performance reviews on team members and ensuring KPI's are met by the team

You Will Need:

  • 3+ years' experience in people leadership and financial services
  • Bachelor's degree in commerce or a related field
  • Experience in process improvements and change management
  • MUST have solid experience with ANG/XPlan or COIN
  • Minimum qualifications of DFP
  • Proven stake holder management experience

The Benefits:

  • Competitive Salary and benefits
  • Located in the heart of Sydney
  • Family friendly workplace

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