Senior paraplanner / Team Leader

Location: Wollongong, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 188897_1539752852

An excellent opportunity has arisen for a senior paraplanner to join an Australian owned paraplanning outsourcer. They pride themselves on their diversity and exceptional reputation in the market.

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 accurate and succinct Statements 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 be RG146 Compliant
  • General understanding of Self Managed Super Funds
  • MUST have 3-5 years experience as a paraplanner
  • Team leader experience is desirable but not required
  • Strong communication skills

The Benefits:

  • Competitive Salary and benefits
  • Excellent support and opportunity for a stable career path
  • Family friendly workplace

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.