At a Glance
- Tasks: Lead and mentor an offshore paraplanning team while managing workflow and quality.
- Company: Established financial planning business in Hawthorn, Melbourne.
- Benefits: $120k–$130k package with permanent role and leadership opportunities.
- Other info: Ideal for experienced paraplanners looking to advance their careers.
- Why this job: Step into a leadership role and make a real impact in financial advice.
- Qualifications: 7+ years of paraplanning experience and strong management skills.
The predicted salary is between 120000 - 130000 $ per year.
An exciting opportunity has become available for an experienced Senior Paraplanner/Paraplanning Manager to step into a leadership-focused role within an established financial planning business. This position will see you take ownership of paraplanning workflow across the wider advice team while providing leadership, mentoring and technical guidance to an offshore paraplanning team.
The Role
- Managing and coordinating paraplanning workflow across the advice team
- Mentoring, developing and supporting the offshore paraplanning team
- Reviewing Statements of Advice and other advice documentation to ensure quality and accuracy
- Allocating work and managing priorities, deadlines and service standards
- Providing technical guidance on complex advice strategies
- Acting as the key link between advisers and the offshore paraplanning function
- Identifying opportunities to improve processes, efficiency and quality across the paraplanning function
- Supporting the wider advice team to deliver a consistently high standard of client service
About You
- 7+ years' paraplanning experience within financial advice
- Previous management, team leadership or mentoring experience
- Demonstrated experience working with and managing an offshore paraplanning team
- Strong technical knowledge across financial advice strategies and documentation
- Excellent workflow and stakeholder management skills
- High attention to detail and a strong understanding of advice quality and compliance
- The confidence to mentor others and work closely with experienced Financial Advisers
What's on Offer
- $120k–$130k package
- Permanent opportunity based in Hawthorn
- Opportunity to take ownership of the paraplanning function
- Genuine leadership and mentoring responsibilities
- Work closely with an established financial planning team
- Ideal next step for an experienced paraplanner looking to move further into leadership and people management
Paraplanning Manager employer: Fuse Recruitment
Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.
