Lead Paraplanner - manage a team

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Wealth Management
Reference: 206084_1600823883

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 Fiona.lu@porterallen.com.au or call on 02 8267 2492 for a confidential discussion