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Head of Paraplanning

Job description

About the company:

Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a Head of Paraplanning. 

This is the perfect opportunity for a highly experienced paraplanner that has managed teams previously. 

Benefits:

  • Fun, social team culture

  • Half day every Friday - get an early start on your weekend!

  • Senior management position with team of direct reports

  • Work closely with directors and other senior management

  • Excellent remuneration on offer - up to $160k + Super

Tasks and Responsibilities: 

  • Manage a team of paraplanners, onshore and offshore

  • Oversee workflow and day to day operations of paraplanning team

  • Act as an escalation point for paraplanners and assist with complex cases

  • If required, assist in writing plans

  • Handle onboarding and training of new paraplanners, and ongoing development of existing staff

  • Oversee paraplanning processes and templates and look for efficiencies

  • Ensure SOA's are compliant

  • Liaise with other business departments and provide reporting to directors

About you:

  • Extensive paraplanning experience

  • Experience writing SOA's for holistic advice scenarios

  • Strong understanding of financial planning compliance and regulations

  • Experience maintaining/updating SOA templates

  • Experience managing a team of paraplanners and overseeing workflow

  • Comfortable in a leadership role and able to provide training to staff

  • Xplan experience

Salary is flexible depending on experience, up to $160,000 + Super. 

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs