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 100 employees, this firm provides comprehensive financial services. This is a business that truly invests in its people, offering structured career development, mentorship, and a clear pathway for growth into senior leadership.

Why You’ll Love This Role:

Lead & Inspire – Manage and mentor a team of highly skilled 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.

Work with a High-Performing Team – Collaborate with top-tier advisers in a corporate environment that values expertise and innovation.

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:

$140,000 – $150,000 + Super + 10% Bonus

2 days WFH

Coaching and career development

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