Large Financial Planning Firm
Fantastic culture and excellent benefits
Highly professional and successful financial planning firm with a huge growth focus currently has an impressive opportunity for a Senior Paraplanner/Advice Manager to join the Brisbane based team on a permanent basis.
We are ideally looking for a candidate who possess 8+ years’ experience in a paraplanning or advice related role, who is seeking to continue and develop a career and manage an Advice Team within a Financial Planning business. This role may suit a Senior Paraplanner who is looking for their next challenge to lead, develop and support a new advice team, and wanting to work with a business passionate about supporting their individual growth and development in this role.
Key responsibilities include:
- Develop, model and deliver industry-leading advice strategies for advisers
- Overse the management of Paraplanning workflow into the advice team
- Manage business compliance obligations regarding delivery of advice ensuring policy changes are implemented within the advice team
- Ensure changes to policy and products are managed appropriately
- Monitoring all compliance requirements related to the delivery of financial advice
- Conducting monthly file checks in line with internal compliance framework, reporting outcomes, identifying training gaps, and providing coaching support
- Managing and providing monthly reporting on costs and activity
- Systems training and support on advice related software, tools and resources
- Proven Paraplanning experience
- Team leadership experience an advantage
- Understanding of financial planning and advice documentation
- Financial Planning Qualifications (eg, RG146, DFP, ADFS or CFP)
You will need to possess a minimum of 8 years experience within a paraplanning role and will ideally have experience using COIN, or a similar financial planning software. An exposure to working with external paraplanning teams desirable, but is not essential.
To apply please contact Toby Walsh on 07 3023 1000 quoting ref no. JO-1510-62060. Want to know more about Davidson? Visit us at www.davidsonwp.com