Head of Paraplanning

5 months ago

Melbourne, Australia The Hopkins Group Full time

The Head of Paraplanning reports directly to the Head of Advice and will lead and manage the Paraplanners. You will also have a close working relationship with the Financial Planners, and Financial Planning Administration Assistants.

**SPECIFIC ACCOUNTABILITIES & RESPONSIBILITIES**
The primary responsibilities of the Head of Paraplanning include, but are not limited to, the following:
**Service delivery**
- Monitor and ensure staff prepare compliant Statements of Advice (SoAs) within the required timeframe and in accordance with THG policy and best practice standards
- Preparation of Statements of Advice (SoAs) based upon information provided by Financial Planners through the fact find, risk profile and recommended strategies
- Maintain current product information and technical information templates for use in SoAs through Xplan and Enzumo
- Ensure all FOFA obligations as part of the administration and advice preparation process are adhered to
- Utilise and oversee the maintenance of financial planning software
- Data entry of client information into financial planning software (XPlan) to produce sophisticated projections for SoAs (Xtools preferred)
- Assist in the maintenance and updating of IRESS Portfolio System (IPS) data (client portfolios) and Wealth Solver processes
- Ensure all documents produced are fully compliant and in line with Sentry (our licensee) and THG policies
- Keep up to date and knowledgeable on current finance sources, techniques, products, legislation, qualifications and courses required by THG and the industry
- Assist with various ad hoc paraplanning duties, as required
- Adhere to THG standards including, but not limited to, working appropriate and agreed business hours, adhering to dress standards, cultural standards and maintaining a clear work area
- Contribute to the training and development of our team of Paraplanners
- Be an active and punctual member and contributor to training, team meetings and firm wide activity, including events which may be outside of normal working times

**Training and mentoring**
- In conjunction with the Head of Advice, as necessary, review and revise position descriptions and work procedures for Paraplanning
- In conjunction with the Head of Advice, assess and monitor Paraplanning staff performance against position descriptions and key performance indicators and guide staff on their desired career path
- Provide ongoing training and assistance to Paraplanning and Financial Administration staff to ensure they meet and maintain the required level of competency standards
- Coordinate and monitor product and technical training for Paraplanners and other staff (where relevant) to assist them in meeting their ongoing Professional Development requirements.

**THE HOPKINS GROUP PHILOSOPHIES, GOALS & OBJECTIVES**
- A sound knowledge of THG philosophies, goals and objectives must be fully comprehended and adhered to at all times
- A sound knowledge of the THG Communication Strategy, and the manner of how THG communicates to our audience, is essential.

**PREREQUISITES AND QUALIFICATIONS**
- Completion of relevant formal qualifications, minimum RG146. Completion of Advanced Diploma of Financial Planning is highly desirable
- Experience with Salesforce or similar is advantageous
- Sound knowledge of the front and back-end financial planning process
- Sound knowledge of regulations and compliance obligations of which paraplanners and financial planners operate
- Excellent influencing and persuasiveness skills
- Excellent relationship building skills
- Proven leadership skills and ability to train staff and provide constructive feedback
- Strong written and verbal communication skills including the ability to communicate with people at different levels and with contrasting levels of technical knowledge and skills
- Project management and change management experience
- Experience in formulating, implementing, and adhering to a regular training plan

**PERFORMANCE STANDARDS**
The work performance of the Head of Paraplanning will be evaluated on the basis of the following criteria:

- The completion of quality, well researched and accurate Statements of Advice in a timely manner across the team whilst focusing on efficiencies and enhance productivity outcomes
- Monitor team and personal adherence to the compliance framework, ensuring all Paraplanning processes, procedures are documented and maintained.
- The ability to work closely and cooperatively with the Head of Advice, Paraplanners, Financial Planners, Financial Planning Administration Assistants, and all THG staff
- Monitor the team to ensure it is appropriately resourced and supported to deliver efficient and compliance advice in a timely manner.
- Meeting or exceeding agreed Key Performance Indicators
- Competency and accuracy with all manner of advice documents produced

  • Head of Paraplanning

    6 months ago

    Melbourne, Australia The Hopkins Group Full time

    The primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients. It is important the Head of Paraplanning possesses all the technical skills required and is knowledgeable about the...

  • Head of Marketing and Digital

    6 months ago

    Melbourne, Australia City of Melbourne Full time

    **A career-defining opportunity where your leadership will have a lasting impact on the cultural heartbeat of Melbourne.**: - **3-year Executive contract based in one of our beautiful Melbourne CBD Offices.**: - **Attractive salary package on offer + flexible work arrangements** **About City of Melbourne** - Situated on the traditional lands of the...

  • Head of State Planning

    6 months ago

    Melbourne, Australia Department of Transport and Planning Full time

    Location: Melbourne | CBD Job type: Full Time - Fixed Term Organisation: Department of Transport and Planning **Salary**: $279,239 - $401,017 Occupation: Other Reference: 3960 **Department of Transport and Planning** **Head of State Planning** - Seeking a high calibre leader - Lead Reform - Shape the future of Planning in Victoria The Head of State...

  • Head of People

    6 months ago

    Melbourne, Australia Catch Of The Day Full time

    **Job no**: QFPAC **Who is Catch?** Our vision is to be Australia’s most loved online destination for families. There's still a lot of work ahead of us, so we’re always on the lookout for creative, resourceful, and resilient people that can quickly learn new skills and adapt on the fly. Catch is currently seeking a Head of People and Culture to...

  • Head of Product

    2 months ago

    Melbourne, Australia Commonwealth Bank of Australia Full time

    Head of Product - Commsee 2.0 (Crew Lead) **Head of Product - Commsee 2.0 (Crew Lead)** - **You are a senior product leader that is passionate about building exceptional products and teams**: - **Permanent Opportunity**: **Do Work That Matters**: Commsee is Commbank's unique, core assisted channel experience that supports our business in supporting the...

  • Head of Event Strategy and Delivery

    6 months ago

    Melbourne, Australia City of Melbourne Full time

    **A career-defining opportunity where your leadership will have a lasting impact on the cultural heartbeat of Melbourne.**: - **3-year Executive contract based in one of our beautiful Melbourne CBD Offices.**: - **Attractive salary package on offer + flexible work arrangements** **About City of Melbourne** - Situated on the traditional lands of the...

  • Head of Asset Management

    5 days ago

    Melbourne, Australia City of Melbourne Full time

    **Vacancy Details**: - Position: - Organisation Unit: - Location: - Tenure: - Closing: - Synopsis: - **Lead the implementation of our strategic Asset Plan**: - **Newly created senior leadership position**: - **Attractive remuneration package** - Situated on the traditional lands of the Bunurong Boon Wuurung and Wurundjeri Woi-Wurrung peoples of the...

  • Head of Catering and Events

    4 months ago

    Melbourne, Australia National Gallery of Victoria Full time

    VPS 6.1: $130,673 per annum + 11.5% superannuation Full Time, Fixed Term for 2 years The National Gallery of Victoria (NGV) is seeking a Head of Catering and Events for the end-to-end management, creative realisation and commercial profitability of catering and events at the NGV. This position is responsible for driving a high level of excellence and...

  • Corporate Head Office

    5 months ago

    Melbourne, Australia Bank of Queensland Full time

    **About the Role** Based out of our Melbourne Head Office, join our Retail Banking Division as Senior Analyst Customer Targeting & Performance. If you bring experience working with campaigns and marketing performance reporting, this could be the perfect opportunity! As part of the Product and Customer Analytics team, this role performs an important function...

  • Head of Commercial Finance

    6 months ago

    Melbourne, Australia Catch Of The Day Full time

    **Job no**: 6MF38 **Who is Catch?** **Our vision is to be Australia’s most loved online destination for families. There's still a lot of work ahead of us, so we’re always on the lookout for creative, resourceful, and resilient people that can quickly learn new skills and adapt on the fly.** Catch is currently seeking a Head of Commercial Finance and...

  • Head of Experience

    4 months ago

    Melbourne, Australia Department of Health Full time

    Location: Melbourne | CBD Job type: Full time / Ongoing Organisation: Department of Health **Salary**: $134,593 - $180,115 Occupation: Communications, Marketing and Media Reference: VG/DH/CE/1814510 The Department of Health plays a critical role in the Victorian health system and is responsible for shaping it to meet the health needs of all Victorians....

  • Head of Experience

    4 months ago

    Melbourne City Centre, Australia Department of Health Full time

    **About the role**: The Head of Events oversees the delivery of high-profile events for Victorian Government ministers and Department of Health executives to support communications and engagement outcomes. The role manages a team of events professionals who deliver a range of ministerial and stakeholder events, as well as awards programs across the health,...

  • Head of Sector Engagement, Communications and

    6 months ago

    Melbourne City Centre, Australia Department of Health Full time

    Melbourne - CBD - $130,673 - $174,869 1 p.a + Super + VPS benefits **About the role**: - coordinating whole of department engagement forums and activities, ensuring they align with the department's strategic objectives. This includes the programming, planning and execution of an annual Health Sector Summit. - managing the Secretariat for a range of high...

  • Head of Client Insight and Communications

    2 months ago

    Melbourne City Centre, Australia Department of Justice and Community Safety Full time

    Newly created leadership role with a strategic focus on a contemporary approach to communications, client insights, and marketing - Collegiate, energetic and professional culture at the Paris end of the city - Hybrid working from home/office environment - Ongoing | Full-time - VPS 7 $182,813 to $248,629 per annum plus superannuation About the VGSO The...

  • Social Media Assistant

    4 weeks ago

    Melbourne, Australia National Gallery of Victoria Full time

    National Gallery of Victoria The National Gallery of Victoria (NGV) is seeking a Social Media Assistant to assist with the coordination of the NGV's social media presence. VPS 2.2: $66,063 per annum + 11.5% superannuation Full Time, Fixed Term for 2 years ABOUT THE POSITION: Under the direction of the Head of Marketing and Social Media Officer, you will...

  • Academic Director

    4 weeks ago

    Melbourne, Victoria, Australia Melbourne Institute Of Technology Full time

    Company OverviewMelbourne Institute of Technology (MIT) is a dynamic leader in private higher education providers in Australia, established in 1996. With campuses in Melbourne and Sydney, MIT offers a diverse range of programs in IT-Networking, Data Analytics, Business, Accounting, Engineering, and more at both Bachelor's and Master's degree levels.Job...

  • Academic Director

    4 weeks ago

    Melbourne, Victoria, Australia Melbourne Institute Of Technology Full time

    Role OverviewThe Academic Director is a pivotal leadership position at the Melbourne Institute of Technology, overseeing the academic management of the institution and guiding strategic directions.Key ResponsibilitiesImproving student learning and enhancing its effectiveness;Producing outstanding graduates;Carrying out academic policy development,...

  • Sales Partnership Director

    4 weeks ago

    Melbourne, Victoria, Australia Mays Region - Modern Woodmen Of America Full time

    OverviewThis leadership role involves driving sales and corporate partnerships for a leading online brand. The successful candidate will work closely with the CEO and Head of Strategy to develop revenue, gross margin, and customer satisfaction targets across the B2B channel.

  • Course Coordinator

    6 months ago

    Melbourne, Australia Melbourne City Institute of Education Full time

    **The Course Coordinator - Hospitality & Commercial Cookery, is responsible for the day-to-day operations of MCIE’s training kitchens and for supporting the delivery of quality training and assessment conducted in the kitchens.** An individual holding this position will support the Head of Department - Hospitality and Business to implement MCIE policies...

  • Manager, Statutory Planning Facilitation

    3 months ago

    Melbourne, Australia Department of Transport and Planning Full time

    Location: Melbourne | CBD Job type: Ongoing - Full Time Organisation: Department of Transport and Planning **Salary**: $134,593 - $180,115 Occupation: Planning Reference: 5506 **About Us** The Department of Transport & Planning brings together all transport modes to design, plan, build and operate Victoria's transport system. Our job is to further...