AddressThe Team Leader - Paraplanning takes operational control and management of a committed administration and Paraplanning Team in West Perth..
The focus of this senior position is the efficient and timely production of client documentation to support the advisory team. The role plays a part in adherence to compliance standards, quality of advice, investment approach and suitable personal risk cover.
Management of the administration and paraplanning division falls within the remit of the Team Leader's responsibility; including mentoring, professional development and team cohesion.
It is anticipated that the Team Leader - Paraplanning will have comprehensive experience in paraplanning, financial advice or tax and accounting. More specific expectations of the Team Leader - Paraplanning include;
- Knowledge of the operation and regulation relating to superannuation
- An understanding of prudence in investment diversification
- The role of personal risk cover in financial planning
- Relevant qualifications in financial planning or accounting
- An understanding of financial advice procedures and documentation
- Experience in Team Leadership
- An appreciation of the role of compliance frameworks
- Familiarity with X-plan or similar accounting or financial systems
Equally, you will need to demonstrate confidence in communication at team and management level.
The position will suit those who have an eye for greater efficiencies in operations with the aim of effective and accurate client advice and service.
Please apply via Seek or contact Geoffrey Harris CA for more details. *******@harc.net.au 0408 905 ***
