Paraplanning Team Manager

1 week ago

Melbourne, Victoria, Australia Zurich Insurance Full time

A new adventure awaits- At Zurich we're on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values led organisation, that is a leader in the insurance industry with a track record of making a real difference and continuously taking steps toward a sustainable future for our people, customers, communities, and our planet, read on- Let's create a brighter future together, let's make a differenceZurich Assure is Zurich's new Australian life insurance advice business, committed to helping all who need it find the cover they need to protect everything they live for. It combines specialist life insurance advisers and expertise, with digital tools that make the advice process quick and simple - the way life insurance advice should be.

A great opportunity exists to join the Assure team as a Paraplanning Team Manager.

You will assist our advisers in providing quality and compliant advice documents for our customers. Leading a team of paraplanners, you will ensure the advice process is efficient and articulates the personal insurance needs of our customers. You will oversee the maintenance of accurate records, reports and lead initiatives to assist the team deliver exceptional advice solutions.
- Important to your success - let's grow together- Strong experience in Financial Planning/and or Personal Insurance
- Advanced Diploma and relevant tertiary qualifications highly regarded
- An understanding of the Quality of Advice Review recommendations and ability to manage any changes that may impact Paraplanning.
- Attention to detail accompanied by a strong growth mindset
- Excellent communication and stakeholder management skills
- Strong adherence to compliance and ability to deliver customer outcomes.
- Belong. Zurich is here to support you-
- We could go on, but the main point is that Zurich is a place that you can truly belong and thrive

  • Head Of Paraplanning

    2 weeks ago

    Melbourne, Victoria, 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...

  • Paraplanning Support Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $120,000

    Paraplanning Support SpecialistWe are seeking a seasoned Paraplanning Support Specialist to provide strategic advice and support to our team. The successful candidate will collaborate closely with Advisers, Partners, Associate Advisers, and in-house specialists to develop investment strategies and achieve optimal client outcomes.The Paraplanning Support...

  • Senior Operations Business Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeManager Full time $100,000 - $150,000

    Business OpportunityThis is a unique chance to manage the daily operations of a boutique financial services firm. The company caters to high net worth and wholesale clients, providing personalized advice and service.The RoleAs the operations manager, you will oversee the day-to-day activities of the business, ensuring smooth delivery of client services. This...

  • Wealth Management Associate

    2 weeks ago

    Melbourne, Victoria, Australia beBeeProfessional Full time $100,800 - $144,000

    Role OverviewThe business is seeking a professional to join the team and focus on career development.This role involves:Attending client meetings to support Financial Advisers in providing a high-quality client experienceOrganizing and coordinating documentation for client meetingsPreparing annual review and new business plans, including developing draft...

  • Senior Financial Operations Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeProfessional Full time $90,000 - $120,000

    Financial Services ProfessionalSounds interesting? Here are some specifics about the opportunity:- Provide ongoing client service and high-quality support to financial advisers and partners- Develop your career, working closely with a partner to help grow and mentor with real and meaningful work- Oversee the preparation of annual review and new business...

  • Financial Services Team Lead

    1 week ago

    Melbourne, Victoria, Australia beBeeInsurance Full time $90,000 - $120,000

    A brighter future awaits you in the world of insurance, where we strive for sustainability and positive impact. Our values-led organization makes a real difference and leads the way in the industry.Zurich Assure is our new Australian life insurance advice business, dedicated to helping those in need find the right cover. We combine specialist advisers with...

  • Career Advancement Opportunities for Junior Associates

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $60,000 - $80,000

    Junior Associate Job OpportunityWe are seeking a motivated and enthusiastic Junior Associate to join our team. This is an exciting opportunity for you to take the next step in your career journey.The role involves assisting senior advisers on various tasks for their clients, including research, workflow management, paraplanning requests, attending meetings,...

  • Associate

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time

    Sounds interesting? Here are some specifics about the opportunity:- Provide ongoing client service and high-quality support to Financial Advisers and Partners- Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work- Oversee the preparation of annual review and new business plans including implementation of...

  • Financial Advisor

    1 week ago

    Melbourne, Victoria, Australia Thomas Frost Executive Full time

    OverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...

  • Financial Advisor

    1 week ago

    Melbourne, Victoria, Australia Thomas Frost Executive Full time

    OverviewA mid tier accounting practice with numerous smaller offices around regional Victoria; head office sits in Dandenong. They are seeking two financial advisors due to current advisors being at capacity. The role reports into the national Head of Advice and works with a team of advisors and associates at head office, with monthly service to some...