Paraplanning Team Lead

About the RoleWe are seeking a skilled Paraplanning Team Lead to join our Wealth and Asset Management team at Perpetual. As a key member of our team, you will be responsible for providing high-quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key ResponsibilitiesLead the management of the National Paraplanning team...

About the RoleWe are seeking an experienced Strategic Paraplanning Lead to join our team at Perpetual Wealth Management. This is a key leadership role that will provide quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients.Key ResponsibilitiesAssist the Senior Manager, National Paraplanning with the...

About Equity TrusteesEstablished in 1888, Equity Trustees is one of Australia's largest specialist trustee companies. Our mission is to help our clients grow, manage and protect their wealth now and for generations to come.Job SummaryWe are seeking a highly skilled Business Paraplanning Specialist to join our team. As a key member of our financial planning...

About the RoleWe are seeking a highly skilled Paraplanning Team Leader to join our Perpetual Wealth Management team. As a key member of our National Paraplanning team, you will be responsible for providing leadership, coaching and onboarding support to Advisers, Partners and clients.Key Responsibilities:Assist the Senior Manager, National Paraplanning with...

About the RoleWe are seeking an experienced Paraplanning Team Leader to join our team in Wealth Management. As a key member of our team, you will play a crucial role in providing quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Assist the Senior Manager, National Paraplanning with the...

Perpetual is a leading provider of investment, wealth and fund management services in Australia. We're seeking an experienced Strategic Paraplanning Leader to join our team.About the RoleWe offer a highly competitive salary package including a base salary of $120,000 - $180,000 per annum, depending on experience. This role involves providing strategic advice...

We are seeking an experienced Team Leader to join our Paraplanning team at Perpetual Wealth Management.About the RoleAs a Team Leader, you will be responsible for providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients. Assist the Senior Manager, National Paraplanning with the management of...

About the RoleAs a Paraplanning Financial Planning Specialist at Equity Trustees, you will play a crucial business support role in providing high-quality services to our team of financial advisers. With your expertise in financial planning and paraplanning, you will be responsible for creating Statements of Advice and Record of Advice Documents.Key...

Financial Planning Support RoleWe are seeking a detail-oriented and highly motivated individual to support our financial advisors in delivering exceptional financial advisory services to valued clients.Key Responsibilities:Assist financial advisors in preparing detailed financial plans and recommendations for clients.Conduct thorough research and analysis on...

About the RoleAs a Team Leader within the Paraplanning team at Perpetual Wealth Management, you will play a pivotal role in delivering quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Manage the National Paraplanning team to ensure effective and consistent support to Senior Advisers, Trust...

About the OpportunityWe are seeking a seasoned paraplanning professional to take on a leadership role within our wealth management team. As a Senior Paraplanning Business Leader, you will be responsible for providing strategic advice and support to senior advisers, trust managers, and clients.Key ResponsibilitiesAssist in the management of the national...

We are seeking a highly skilled professional to join our Client Service team at Mercer. Based in Melbourne, this role is a hybrid opportunity that requires working at least three days a week in the office.About the RoleThis Senior Client Service Officer will act as a critical link between clients and financial advisors, managing various client service tasks...

About the RoleLead Group is seeking an experienced Business Restructuring Team Lead to join our team in Melbourne. This is a unique opportunity to have a significant impact on the business and make a real difference in the lives of our clients.Job DescriptionThe successful candidate will be responsible for managing complex restructuring processes, overseeing...

About the RoleWe are seeking a highly skilled and experienced Revenue Assurance and Billing Team Lead to join our team at Team Global Express. As a key member of our leadership team, you will be responsible for leading our Revenue Operations and Billing team to drive a data-driven, efficient, and value-focused revenue assurance culture.Main...

We are seeking a highly skilled Financial Planning Strategist to join our team at William Buck.About the RoleThe successful candidate will have a Bachelor's degree in a relevant discipline and a minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice.They will possess a...

About the RoleWe are seeking an experienced Financial Planning Professional to join our team as an Investment Portfolio Specialist. This is a fantastic opportunity to leverage your skills and knowledge in financial planning, paraplanning, and investment analysis to support our clients.Key Responsibilities:Develop and implement comprehensive financial...

Lead Group: Restructuring Senior ManagerWe are seeking a highly skilled Restructuring Senior Manager to join our team at Lead Group in Melbourne.This role offers the opportunity to have a significant impact on the business, working closely with our clients to develop and deliver restructuring and insolvency strategies.You will be responsible for overseeing...

We are seeking a highly skilled Transformation Manager to join our team at Lead Group based in Melbourne. This is an exciting opportunity for a Restructuring Senior Manager who has significant experience in managing and conducting complex restructuring processes.The ideal candidate will have exposure to corporate distress, voluntary liquidations,...

About UsLead Group is a well-established business offering accountancy services to various industries. We pride ourselves on delivering high-quality solutions and providing career progression opportunities for our team members.

We are looking for an experienced Restructuring Business Manager to lead our team in Melbourne.This role is perfect for someone who has a proven track record of managing complex restructuring processes and can demonstrate excellent attention to detail.You will have the opportunity to work closely with our clients to develop and deliver restructuring...