Sydney CBD | $160,000 – $180,000 + Super | Leadership Role | Clear Career Growth

Are you a technical expert in financial planning looking for a leadership role with a nationally recognised wealth management firm? Step into a key position where you will lead, coach, and innovate, driving technical excellence and shaping the future of advice within a well-established, high-performing business.

About the Business:

Join a leading national wealth management firm with a reputation for excellence. With over 400 employees, this firm provides comprehensive financial services, including stockbroking, financial planning, corporate finance, and research. This is a business that truly invests in its people, offering structured career development, mentorship, and a clear pathway for growth into senior leadership or equity partnership.

Why You’ll Love This Role:

✅ Lead & Inspire – Manage and mentor a team of highly skilled strategic paraplanners, fostering a culture of excellence.
✅ Be the Go-To Technical Expert – Provide advanced strategic advice, develop financial solutions, and train advisers on complex financial strategies.
✅ Shape the Future of Advice – Oversee and improve advice templates, compliance frameworks, and process efficiencies.
✅ XPLAN Leadership – Own the XPLAN strategy, from optimizing workflows to training users and managing external providers.
✅ Work with a High-Performing Team – Collaborate with top-tier advisers in a corporate environment that values expertise and innovation.
✅ Clear Career Pathway – Strong leadership exposure with a defined progression path into senior management and potential equity opportunities.

What We’re Looking For:

• Proven experience in paraplanning and technical strategy within financial planning.
• Strong leadership and coaching skills with a passion for developing teams.
• Expert XPLAN knowledge – system development, user management, and process automation.
• A deep understanding of compliance, regulations, and best practices in financial advice.
• A proactive, solutions-driven approach to optimizing advice processes.

The Offer:

• $160,000 – $180,000 + Super
• Join a large, national firm with 400+ employees and a reputation for excellence
• Defined career progression into senior leadership and beyond

This is more than a paraplanning role – it’s a career-defining leadership opportunity with a firm that invests in your growth.

Apply now or reach out for a confidential discussion and call James on 0451 831 861