Current jobs related to Team Leader, Paraplanning - Parramatta - Link Group

  • Financial Planner

    4 days ago

    Parramatta, Australia Prime Full time

    Work for a leading global financial group offering comprehensive and tailored financial solutions to clients worldwide. Their Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its Superannuation clients. They partner with and support Funds across all Superannuation...

  • Team Leader

    2 weeks ago

    Parramatta, Australia Link Group Full time

    Are you a passionate leader with a drive for operational excellence and team development? We’re seeking a **Team Leader**to lead a high-performing team of Customer Service Officers, ensuring exceptional service delivery, quality outcomes, and continuous improvement. **What You’ll Be Doing** As a Team Leader, you will: - Lead and develop a team to meet...

  • Team Leader

    3 days ago

    Parramatta, Australia Link Group Full time

    **Overview** - In your role as Team Leader, you will be responsible for leading a team of Customer Service Officers, Client Relationship Assistant Managers and other operational team members across Registry, Investor Relations, and Employee Share Plans to ensure a consistent and exceptional client experience through managing, meeting and exceeding client...

  • Team Leader

    1 week ago

    Parramatta, Australia Westpac Group Full time

    **Team Leader - 30975** - Full time, permanent opportunity - Parramatta, NSW - Amazing job opportunity! **How will I Help?** As the Team Leader you will be a key Member of the Home Ownership Services Team within the Group Operations, Property & Commercial Services (GOPCS) and your role is paramount to helping contribute the delivery of Westpac’s...

  • Team Leader

    2 days ago

    Parramatta, Australia Link Group Full time

    Unlock Your Leadership Potential! Join Our **Equity Plan Solutions **(EPS) Team! Are you a seasoned leader with a passion for Equity Plan Solutions and Employee plans? Do you thrive in a high-volume, deadline-driven environment? We're seeking a dynamic individual to lead our EPS team, ensuring the on-time delivery of projects with error-free...

  • Team Leader

    4 days ago

    Parramatta, Australia Coles Supermarkets Full time

    From small everyday moments to larger-scale changes unique to a business like ours, as a Retail Leader, you’ll really see the difference your work makes every day. Whether you’re in a distribution centre, a bakery, in-store or on the road, you’re an important part of an Aussie icon at the heart of the nation. **About the Role**: Our Coles Services...

  • Team Leader

    4 days ago

    Parramatta, Australia The Reject Shop Full time

    **Job no**: 499673 **Work type**: Full time **Location**: New South Wales **Categories**: Store Management The Reject Shop is a well-known and loved Australian discount variety retailer that is ASX listed and that has been in operation for over 35 years. Are you passionate about helping customers and working in a fun environment? Then this is the perfect...

  • Cleansing Team Leader

    2 weeks ago

    Parramatta, Australia Skyline Full time

    Permanent Full Time - 38 Hours per week - Parramatta location - Pay rate + penalty rates, overtime, and allowances + superannuation **About the Role**: Green by Nature is seeking a proactive Cleansing Team Leader to oversee our outdoor cleaning operations. As a Team Leader, you will supervise a team of Cleansing Team Members to ensure outdoor spaces are...

  • Cleansing Team Leader

    2 weeks ago

    Parramatta, Australia Green by Nature Full time

    **Job no**: FHETJ **Category**: Cleaning Services - Permanent Full Time - 38 Hours per week - Parramatta location - Pay rate + penalty rates, overtime, and allowances + superannuation **About the Role**: Green by Nature is seeking a proactive Cleansing Team Leader to oversee our outdoor cleaning operations. As a Team Leader, you will supervise a team of...

  • Team Leader, Intelligence

    4 days ago

    Parramatta, Australia NSW Government -NSW Police Force Full time

    **Clerk Grade 7/8**: - **Ongoing Full-Time**: - **Parramatta** **About us** The NSW Police Force (NSWPF) is one of the largest police forces in the western world, with more than 20,000 employees, including more than 4,000 administrative employees who support the sworn officers that provide a range of law and order services 24 hours a day, seven days a...

Team Leader, Paraplanning

2 weeks ago

Parramatta, 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 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.
- 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 day-to-day 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 side-by-side 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