About the company:

Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a Head of Paraplanning.

This is the perfect opportunity for a highly experienced paraplanner that has managed teams previously.

Benefits:

Fun, social team culture
Half day every Friday - get an early start on your weekend!
Senior management position with team of direct reports
Work closely with directors and other senior management
Excellent remuneration on offer - up to $160k + Super

Tasks and Responsibilities:

Manage a team of paraplanners, onshore and offshore
Oversee workflow and day to day operations of paraplanning team
Act as an escalation point for paraplanners and assist with complex cases
If required, assist in writing plans
Handle onboarding and training of new paraplanners, and ongoing development of existing staff
Oversee paraplanning processes and templates and look for efficiencies
Ensure SOA's are compliant
Liaise with other business departments and provide reporting to directors

About you:

Extensive paraplanning experience
Experience writing SOA's for holistic advice scenarios
Strong understanding of financial planning compliance and regulations
Experience maintaining/updating SOA templates
Experience managing a team of paraplanners and overseeing workflow
Comfortable in a leadership role and able to provide training to staff
Xplan experience

Salary is flexible depending on experience, up to $160,000 + Super.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs