Senior Paraplanning Business Leader, Wealth Management
3 weeks ago
We 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 Responsibilities- Assist in the management of the national paraplanning team to deliver effective and consistent support to senior advisers, trust managers, and clients.
- Provide leadership, coaching, and onboarding support as needed.
- Collaborate with advisers, partners, associate advisers, and in-house specialists to formulate advice and investment strategies that provide optimal client outcomes.
- Generate tailored advice documents (SOAs and ROAs) within agreed time frames and service standards.
- Meet individual quality and productivity targets.
- Prepare financial calculations, modelling, and detailed cash flow analysis.
- Proactively seek opportunities to create administrative efficiencies and improve internal tools and templates.
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls, and activities are taken to fulfill corporate and regulatory compliance.
- Minimum 3 years paraplanning experience.
- Proven leadership and stakeholder management skills.
- Well-developed interpersonal skills and ability to build relationships.
- Strong investigate, analysis, and problem-solving abilities.
- Sound understanding of investment principles.
- Excellent verbal and written communication skills.
- Excellent time management and organisational skills.
- Strong attention to detail.
- Strong Excel skills are an advantage.
- PC literate (Word & Excel).
- Previous experience with XPLAN financial planning software.
- Experience in the preparation of investment and strategic reviews including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams, and cash flow modelling desirable.
- Ability to work effectively in a team environment.
- Attractive salary package and progression opportunities.
- Flexible work environment – work where you work best – whether in the office or from home.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Access to LinkedIn learning, study support, and commitment to supporting professional development.
Estimated Salary: $90,000 - $120,000 per annum based on location and experience.
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