Role Overview
Join a leading national advice business as Paraplanning Manager to oversee a team of onshore and offshore paraplanners, drive process improvements, and ensure compliance. You’ll work closely with advisers and leadership to deliver high-quality outcomes.
Key Responsibilities:
- Manage and mentor a team of paraplanners
- Improve processes and workflow efficiency
- Ensure compliance and quality standards
- Work with advisers to implement advice
- Use XPLAN for workflow and reporting
- Leadership experience in paraplanning or advice operations
- Strong knowledge of compliance and financial planning processes
- Expertise in workflow management and process improvement
- Advanced XPLAN skills
- Excellent communication and stakeholder management
- Collaborative and supportive culture
- Career development opportunities
- Attractive Salary
- Flexible work arrangement
- Opportunity to work with an internationally recognised brand
Click ‘APPLY’
or contact Shauna Callaghan
at shauna.callaghan@profusiongroup.com
.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
