Head of Paraplanning

vor 4 Wochen

Melbourne, Österreich https:www.bebee.comjoin Vollzeit
Head of Paraplanning - Melbourne, Australia - The Hopkins Group

The primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients.It is important the Head of Paraplanning possesses all the technical skills required and is knowledgeable about the range of investment services provided by THG, including superannuation, wealth accumulation, gearing to invest, regular savings, wealth protection, retirement planning and income streams, cash flow & liability management, risk management, Centrelink entitlements, insurance planning and estate planning and various Self-Managed Super Fund strategies, specifically SMSF LRBA's.Description

The primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients.It is important the Head of Paraplanning possesses all the technical skills required and is knowledgeable about the range of investment services provided by THG, including superannuation, wealth accumulation, gearing to invest, regular savings, wealth protection, retirement planning and income streams, cash flow & liability management, risk management, Centrelink entitlements, insurance planning and estate planning and various Self-Managed Super Fund strategies, specifically SMSF LRBA's.

REPORTING RELATIONSHIPThe Head of Paraplanning reports directly to the Head of Advice and will lead and manage the Paraplanners. You will also have a close working relationship with the Financial Planners, and Financial Planning Administration Assistants.

SPECIFIC ACCOUNTABILITIES & RESPONSIBILITIESThe primary responsibilities of the Head of Paraplanning include, but are not limited to, the following:Service delivery

Monitor and ensure staff prepare compliant Statements of Advice (SoAs) within the required timeframe and in accordance with THG policy and best practice standardsPreparation of Statements of Advice (SoAs) based upon information provided by Financial Planners through the fact find, risk profile and recommended strategiesMaintain current product information and technical information templates for use in SoAs through Xplan and EnzumoEnsure all FOFA obligations as part of the administration and advice preparation process are adhered toUtilise and oversee the maintenance of financial planning softwareData entry of client information into financial planning software (XPlan) to produce sophisticated projections for SoAs (Xtools preferred)Assist in the maintenance and updating of IRESS Portfolio System (IPS) data (client portfolios) and Wealth Solver processesEnsure all documents produced are fully compliant and in line with Sentry (our licensee) and THG policiesKeep up to date and knowledgeable on current finance sources, techniques, products, legislation, qualifications and courses required by THG and the industryAssist with various ad hoc paraplanning duties, as requiredAdhere to THG standards including, but not limited to, working appropriate and agreed business hours, adhering to dress standards, cultural standards and maintaining a clear work areaContribute to the training and development of our team of ParaplannersBe an active and punctual member and contributor to training, team meetings and firm wide activity, including events which may be outside of normal working timesTraining and mentoring

In conjunction with the Head of Advice, as necessary, review and revise position descriptions and work procedures for ParaplanningIn conjunction with the Head of Advice, assess and monitor Paraplanning staff performance against position descriptions and key performance indicators and guide staff on their desired career pathProvide ongoing training and assistance to Paraplanning and Financial Administration staff to ensure they meet and maintain the required level of competency standardsCoordinate and monitor product and technical training for Paraplanners and other staff (where relevant) to assist them in meeting their ongoing Professional Development requirements.THE HOPKINS GROUP PHILOSOPHIES, GOALS & OBJECTIVES

A sound knowledge of THG philosophies, goals and objectives must be fully comprehended and adhered to at all timesA sound knowledge of the THG Communication Strategy, and the manner of how THG communicates to our audience, is essential.

PREREQUISITES AND QUALIFICATIONS

Completion of relevant formal qualifications, minimum RG146. Completion of Advanced Diploma of Financial Planning is highly desirableExperience with Salesforce or similar is advantageousSound knowledge of the front and backend financial planning processSound knowledge of regulations and compliance obligations of which paraplanners and financial planners operateExcellent influencing and persuasiveness skillsExcellent relationship building skillsProven leadership skills and ability to train staff and provide constructive feedbackStrong written and verbal communication skills including the ability to communicate with people at different levels and with contrasting levels of technical knowledge and skillsProject management and change management experienceExperience in formulating, implementing, and adhering to a regular training plan

PERFORMANCE STANDARDSThe work performance of the Head of Paraplanning will be evaluated on the basis of the following criteria:

The completion of quality, well researched and accurate Statements of Advice in a timely manner across the team whilst focusing on efficiencies and enhance pro

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  • Head of Paraplanning

    vor 1 Monat

    Melbourne, Österreich https:www.bebee.comjoin Vollzeit

    Head of Paraplanning - Melbourne, Australia - The Hopkins GroupThe primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients.It is important the Head of Paraplanning possesses all...

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    Head of Paraplanning - Melbourne, Australia - The Hopkins GroupThe primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients.It is important the Head of Paraplanning possesses all...

  • Head of Paraplanning

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    Melbourne, Österreich https:www.bebee.comjoin Vollzeit

    The primary role of the Head of Paraplanning is provide leadership and management to a team of Paraplanners enabling them to prepare and produce quality, well researched and accurate Statements of Advice for The Hopkins Group (THG) clients. It is important the Head of Paraplanning possesses all the technical skills required and is knowledgeable about the...

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