Paraplanning Manager

Job Title: Paraplanning Manager
Contract Type: Contract
Location: Southbank, Victoria
Salary: AU$160000.00 per annum
Reference: 175050_1499308308
Contact Name: Annaleise Hudson
Contact Email:
Job Published: July 06, 2017 12:31

Job Description

About the Company:

Our client is a leading wealth management business with a strong national presence. With a continual focus on customer engagement and quality of advice, this is a fantastic opportunity for an experienced People Leader to join its ranks.

About the Role:

This role will see you managing a large Paraplanning Team to support the Financial Planning business, while also allowing you to engage and be heavy involved with high level Executive Senior management and decision making.

Key Duties:

  • Lead and manage the Paraplanning team
  • Maintain constructive working relationships with the Leadership team, Advice Delivery teams, 1st and 2nd Line and Frontline
  • Coaching, mentoring & ensuring continued professional development of self & team
  • Engage broader business through collaboration, building strong relationships internally & 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
  • Facilitate selected agreed initiatives/projects and manage end to end roll-out
  • Continual focus on business efficiencies and enhanced productivity to provide client best interest outcomes

Your Background:

  • Proven team leadership skills
  • Experience developing and implementing/improving process efficiencies
  • Ability to adapt quickly, work under pressure and manage multiple activities in accordance with business requirements and timeline
  • Strong interpersonal, influencing and negotiation skills
  • DFP or Business Related Degree highly regarded

For a confidential discussion please call Annaleise Hudson on (03) 8080 7208 or click on the apply button below.

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