Paraplanning Manager / Senior Paraplanner

Location: Sydney CBD, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 206486_1613539978

An excellent opportunity has arisen for a Paraplanning Manager to join one of the leading wealth management firm. This will be the ideal role for you if you have had experience managing a high performing team of Paraplanners and you are interested in the operational side of things.

This role is a rare opportunity to make the paraplanning function yours 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
  • Review Standard of Procedure ensuring maximum efficienciy
  • Managing the advice workflow ensuring the timely production of accurate and compliant advice
  • Develop and train paraplanners and conduct one on one training for mentoring sessions
  • Ensure your team meet monthly targets and deadlines within budget
  • 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 Paraplanning Manager (using XPLAN)
  • Team leader experience is required
  • Strong XPLAN skills, also has experience with WealthSolver, Risk Researcher and XTools+
  • 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