Team Leader, Paraplanning

1 week ago

Docklands, Victoria, Australia Link Group Full time
**Why Link Group
**Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day.


Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia.

Many of our clients are household names.

We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.


We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

**The Role
**The applicant for this role will be someone that can provide effective leadership, write simple and comprehensive plans 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 intra-fund 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.
  • A person happy with a 7080% on tools (Xplan) role Opportunity to work closely with an experienced group of financial advisers and paraplanners

Key Accountabilities and main responsibilities

  • Writing and checking of intrafund and comprehensive Statements of Advice
  • Responsible for maintaining a high performing team to ensure service levels are met and to prioritise and adapt work to align with organisational goals.
  • Maintain effective communication to ensure that team members are kept up to date with any changes to procedures, legislation, or corporate issues.
  • 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.
  • 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
-
Experience & Personal Attributes

  • People leadership experience desirable but not required
  • Passion for customer focus and best practice in all activities
  • Attention to detail and analytical skills
  • Strong technical knowledge across key disciplines of financial advice
  • Experience working with Xplan including XTOOLS+ and WealthSolver
  • RG146 compliance with evidence of completed CPD is desirable but not required Experience with defined benefit funds desired, however, not essential
-
Some of our Employment Benefits

  • FlexiWorks enabling our employees to work in the office and at home
  • Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Wellbeing leave
  • Employee Recognition Program to recognise people who are demonstrating our values and Company purpose.
  • Talent Referral Program
  • Salary Sacrificing via Superannuation
  • Employee Assistance Program


 Learning & Development
  • Development at your fingertips via selfpaced learning, including educational assistance support


 Employee discounts
  • Access discounted rates and offers from a variety of providers including Bupa and Microsoft Novated Car Leasing
**We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.


We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

**How to Apply
Link Group is a leading fund administration and share registry specialist.

We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs.

Since our inception, Link Group has been entru

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