Team Leader - Advice / Paraplanning

Job Title: Team Leader - Advice / Paraplanning
Contract Type: Permanent
Location: Brisbane
Start Date: ASAP
Reference: 2648214 - 37
Contact Email:
Job Published: January 22, 2018 16:34

Job Description

My client is an impressive and reputable financial services provider and currently an exciting opportunity has arisen for a Paraplanning Manager to join the high performing team on a permanent basis in the Brisbane inner city offices.

Purpose of the role:
The purpose of this role is to lead a Paraplanning team (approx 6) that supports the delivery of high quality advice for the firms clients through the provision of consistent, timely and accurate SOA's to advisers.
Main focus areas:
  • Provide individual coaching and mentoring to each team member to foster the development of a high performance
  • Educate and train Financial Planners to ensure that high levels of compliant Advice is given to their clients 
  • Manage the operating rhythms to deliver consistent business results with particular focus on productivity, quality and turnaround times
  • Manage and report on paraplanning workflow, ensuring agreed processes and prioritisation are followed.
  • Deliver strong engagement through active team management including performance management, coaching, support of staff development, career pathway plans and communication utilising one on one meetings and team meetings.
  • Use expertise to ensure plans produced by the team are of exceptional quality, and requests for technical assistance from paraplanners and advisers are accurately met
  • Establish and maintain strong relationships with key stakeholders, including advisers and advice support teams
  • Foster team collaboration and thought leadership within the broader Paraplanning team
  • Actively support the implementation of change programs across Advice Operations and Channel Services.
 To be considered you will have:
  • MUST have proven management experience in the Financial Planning Industry, with demonstrated success in managing, coaching and mentoring teams.
  • Experience as either an Advisor or Paraplanner along with leadership skills.
  • Ability to track and manage team based KPI's in accordance with agreed targets
  • Production and analysis of management reports on a weekly basis and monthly basis
  • Identify and effectively resolve issues, including complaints
  • Establish and maintain strong relationships with advisers and key management stakeholders
  • Well-developed knowledge of the Financial Planning industry regulatory issues, compliance and standards
  • Assisting in the development of paraplanning procedures and processes.
Qualification/s required
  • Diploma Financial Services (Financial Planning) RG146
  • ADFP preferred.
  • Tertiary qualifications in financial or business disciplines highly regarded.
To be considered for this exciting and highly rewarding role please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on
0404 971 247 or

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