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Team Leader, Paraplanning

3 months ago

Parramatta, New South Wales, Australia Link Group Full time

Overview

  • The applicant for this role will be someone that can provide effective leadership, plan/project manage and provide development opportunities to the paraplanning team. The role will be responsible for team performance in accordance with agreed SLAs and ensure that work produced by the team meets defined quality standards.
  • As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
  • In partnership with some of Australia's largest Superannuation Funds, and with a focus on providing quality intrafund advice, this role will have the opportunity to help educate Australians on how to make the most of their superannuation savings.
  • This is an ideal position for:
  • Someone looking to move into management and share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
  • Opportunity to work closely with an experienced group of financial advisers and paraplanners

Key Accountabilities and main responsibilities

  • Strategic Focus
  • Responsible for building high performing teams to ensure service levels are met and to prioritise and adapt work to align with organisational goals.
  • Work in partnership with the broader leadership team to drive strategic direction and provide effective leadership.
  • Deliver and champion continuous improvement initiatives to ensure that best practice is incorporated into the business
  • Establish and maintain strong working relationships with key internal and external stakeholders, to ensure alignment with and delivery of customer centric solutions against the overall strategy.
Operational Management- Continuously monitor resource availability so the team can meet client needs and perform services properly

  • Maintain effective communication to ensure that team members are kept up to date with any changes to procedures, legislation, or corporate issues
  • Assist with enquiries from internal and / or external clients and service providers
  • Actively participate in team meetings, staff meetings, management meetings
  • Oversight of quality reviews of Customer Service Officer's calls and daytoday work through telephone call and workflow case monitoring
  • People Leadership
  • Manage team members and workflows to ensure that quality and service standards are met or exceeded
  • Provide sidebyside coaching, ongoing support, development, training and mentoring to team members
  • Deliver feedback on individual and team performance
  • Support and participate in staff recruitment as required
  • Participate in and adhere to the Performance Management process and be proactive in identifying and addressing training needs for team members
  • Governance & Risk
  • Ensure that all paraplanners understand client specific plan provisions and current legislation
  • Ensure all tasks within the team are performed in accordance with defined quality standards and the requirements of the Australian Financial Services Licence.
  • Ensure the development of a risk management culture, and effectively limit risk exposure to Link Group with strategies to mitigate risk.
  • Ensure total compliance with statutory regulations including the mitigation of operational risk through the effective use of the incident management framework.
  • Foster a proactive risk and compliance culture within the team and ensure all risk and compliance reporting and assurance obligations are met.
  • Maintain awareness of the regulatory environment with respect to team functions.
  • Leverage expertise to ensure that regulatory frameworks and compliance requirements are met, with adequate controls

Experience & Personal Attributes

  • People leadership experience
  • Working towards the minimum education requirements under FASEA
  • Passion for customer focus and best practice in all activities
  • Ability to communicate at all levels and tailor style to suit various audiences
  • Strong organisational and planning skills with the ability to manage conflicting priorities
  • Flexible whilst able to manage multiple competing business priorities
  • Must be clear thinking & well organised
  • Attention to detail and analytical skills
  • Strong technical knowledge across key disciplines of financial advice
  • Experience working with Xplan including XTOOLS+ and WealthSolver
  • Work in a structured work environment and adaptive to change
  • RG146 compliance with evidence of completed CPD,
  • Experience with defined benefit funds desired, however, not essential
  • The above list of key accountabilities is not an exhaustive list and may change from time to time based on business needs. In addition, as the role is part of team travel and flexibility to work outside standard hours may be required in this role.
Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration