Senior Paraplanner / Manager

RIVA Recruitment

Senior paraplanner required to lead a team of paraplanners which managing the firm's adviser workflow.

  • St.Kilda Rd location | up to $105,000 Package
  • Independent firm who put HNW clients first
  • 70% SoA writing & 30% team leadership and mentoring
About the company
Our client is an independent boutique financial planning firm who are self-licensed and are growing rapidly. They provide investment focused financial advice to HNW clients at their premier St. Kilda Rd office. Their continued organic growth has resulted from existing client referrals. 

About the role
You will be working alongside a team of experienced financial planning professionals including 4 senior financial advisers, 2 associates, 2 paraplanners and client services offices. You will be leading the paraplanning division and managing adviser workflow.
  • Develop relationships with new and existing clients and provide strategic investment focused financial advice
  • Assist with client review meetings including analysis of strategies and cashflow
  • Completion of complex and bespoke modelling for new and/or existing clients
  • Maintain client records to ensure high quality and consistent advice
  • Coaching and mentoring of junior paraplanners
  • Assist in maintaining high compliance standards in line with industry best practice
  • Proactive input into the continuous improvement of our client's advice and client servicing systems, processes and procedures.
Skills & experience
  • Bachelor of Financial Planning or FASEA related course 
  • Experience working as a senior paraplanner covering HNW complex clients
  • Strong attention to detail
  • Ability to build strong rapport with colleagues and clients.
Culture
  • Friendly, collaborative and vibrant team environment
  • Accelerated training and development
  • Fast paced and client focused.
Benefits
  • Be a part of a growing high-end investment focused financial planning firm
  • Be a Senior Leader in a ultra successful independent advice firm
  • Lead, Train and Develop a team of 2 junior paraplanners. 
How to apply
If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.