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 aHead of Paraplanning.This is the perfect opportunity for a highly experienced paraplanner that has managed teams previously.Benefits:Fun, social team cultureHalf day every Friday - get an early start on your weekend!Senior management position with team of direct reportsWork closely with directors and other senior managementExcellent remuneration on offer - up to $160k + SuperTasks and Responsibilities:Manage a team of paraplanners, onshore and offshoreOversee workflow and day to day operations of paraplanning teamAct as an escalation point for paraplanners and assist with complex casesIf required, assist in writing plansHandle onboarding and training of new paraplanners, and ongoing development of existing staffOversee paraplanning processes and templates and look for efficienciesEnsure SOA''s are compliantLiaise with other business departments and provide reporting to directorsAbout you:Extensive paraplanning experienceExperience writing SOA''s for holistic advice scenariosStrong understanding of financial planning compliance and regulationsExperience maintaining/updating SOA templatesExperience managing a team of paraplanners and overseeing workflowComfortable in a leadership role and able to provide training to staffXplan experienceSalary 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 atben@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.For a full list ofsimilar vacancies, please head to our website:
Job Title
Head of Paraplanning