Job Description
Our client is a growing boutique AFSL with offices in Sydney and Melbourne. With over 20 years planning and lending experience, they are one of Australia's leading financial services companies providing an extended range of integrated financial solutions and products.
They have a highly capable and experienced adviser team, who deliver quality advice across a wide range of financial services including;
Superannuation
Retirement Planning
Investment
Risk management
SMSF
Finance/Credit
Accounting & Tax
The business philosophy is to allow advisers to spend as much time in front of the client as possible, for the client engagement and marketing teams to ensure adviser diaries are filled with appointments, and for the paraplanning, lending and administration/implementation teams to provide support and remove as much of the paperwork from the advisers as possible. This model provides quality advice by ensuring people contribute to what they are best at.
The Paraplanning department is a centralised team producing 100+ complex advice documents per month. Responsible for the APL, the team plays a critical role in supporting the advice function in a fast-growing business with lots of opportunities for growth.
Key Responsibilities:
Managing the performance, training, and development of the paraplanning team
Managing the advice workflow ensures the timely production of accurate and compliant advice
Working with advisers to develop advice strategies and SOA’s
Ensuring effective product research, strategy development and technical support as the technical centre of excellence
Ensuring the business is at the forefront of compliant advice
Driving process development to ensure AFPG is at the forefront of advice
This is a senior role in the business and will be expected to contribute to the ongoing development of the business generally and positively contribute to the culture .
Role Goals:
Support Financial Advisers and Associate Advisers in providing exceptional client service
Work to develop efficient, cost effective and scalable processes
Ensure the business meets legislative obligations for client service
Comply with all Regulations and Policies
Work with other teams on cross function issues and projects
This is a high performance business and team, where you will manage and mentor a committed team of eight. It's a business that is succeeding because of the quality of their work and as such, this is a key role in their team, reporting directly into the COO.
If this sounds like a role of interest, please reach out to John Molony ([email protected]).
They have a highly capable and experienced adviser team, who deliver quality advice across a wide range of financial services including;
Superannuation
Retirement Planning
Investment
Risk management
SMSF
Finance/Credit
Accounting & Tax
The business philosophy is to allow advisers to spend as much time in front of the client as possible, for the client engagement and marketing teams to ensure adviser diaries are filled with appointments, and for the paraplanning, lending and administration/implementation teams to provide support and remove as much of the paperwork from the advisers as possible. This model provides quality advice by ensuring people contribute to what they are best at.
The Paraplanning department is a centralised team producing 100+ complex advice documents per month. Responsible for the APL, the team plays a critical role in supporting the advice function in a fast-growing business with lots of opportunities for growth.
Key Responsibilities:
Managing the performance, training, and development of the paraplanning team
Managing the advice workflow ensures the timely production of accurate and compliant advice
Working with advisers to develop advice strategies and SOA’s
Ensuring effective product research, strategy development and technical support as the technical centre of excellence
Ensuring the business is at the forefront of compliant advice
Driving process development to ensure AFPG is at the forefront of advice
This is a senior role in the business and will be expected to contribute to the ongoing development of the business generally and positively contribute to the culture .
Role Goals:
Support Financial Advisers and Associate Advisers in providing exceptional client service
Work to develop efficient, cost effective and scalable processes
Ensure the business meets legislative obligations for client service
Comply with all Regulations and Policies
Work with other teams on cross function issues and projects
This is a high performance business and team, where you will manage and mentor a committed team of eight. It's a business that is succeeding because of the quality of their work and as such, this is a key role in their team, reporting directly into the COO.
If this sounds like a role of interest, please reach out to John Molony ([email protected]).
💡 Quick Summary
Seeking a career-building opportunity? The Paraplanning Manager position is now open for candidates interested in the Helper Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
