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Senior Paraplanner/Team Leader - Moneywise Global - Sydney

Flight Centre

Sydney, New South Wales, Australia

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Job Posted: 09/03/2017

Job Category:

Banking & Financial Services / Financial Planning & Wealth Mgmt

Job description:
 

Senior Paraplanner - Moneywise Global

About the Opportunity
In joining this established and dynamic organisation as a Team Leader/Senior Paraplanner, located in North Sydney you'll be part of a team working closely with financial advisers to help our clients' manage their wealth. 
  • Formulation of quality Statements of Advice and liaising with financial institutions, Advisers and clients
  • Responsible for mentoring, inspiring and empowering  a team of paraplanners
  • Supporting and building of internal systems, procedures and technical expertise of the team
  • In-house training programs as well as support for ongoing training and further study
 
About You:
  • Minimum Advanced Diploma in Financial Planning as well as 3 years experience as a Paraplanner
  • Demonstrated leadership skills by having a clear vision, showing empathy and being a strong mentor
  • Ability to build and foster long term relationships with key stakeholders, Advisers and clients
  • Driven toward your goals and forge a career with this exciting, progressive organisation
  • Ability to utilise your business acumen to nurture and grow the business
  • A strong compliance skill set is essential
Benefits and Remuneration:
  • Enjoy a package of $80,000 - $100,000 + superannuation (based on experience)
  • Ongoing training and development
  • Buzz Nights, awards nights, and the opportunity to attend global conferences overseas
  • Access to staff-discounted travel deals, gym memberships and challenges
  • A genuine opportunity to advance your career with a global industry leader.
 
About the company
Moneywise Global was established 21 years ago to help Flight Centre Travel Group staff achieve financial freedom as part of the organisation’s key philosophy that all their staff be “healthy, wealthy and wise”.
 
 Moneywise Global has since evolved into a fully featured financial services provider delivering first class Financial Advice, Mortgage Broking and Tax Services. Currently operates in 5 countries, across 12 offices with over 70 staff globally with ambitious growth plans including the growth of the Financial Advice business to support more corporate organisations.
 
Take the next step in your career with a company that’s focused on helping thousands of people to ‘live their best life’. Apply Now!