Wealth Axis,
Paraplanning/Quality Assurance Manager
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services
Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to take charge of our Paraplanning & Quality Assurance team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver), and be comfortable upskilling their team and troubleshooting in this area. Working with peers in Australia and overseas, you will be responsible for overseeing the production of advice and also providing technical support on paraplanning and advice modelling. Work from an office or at home in this exciting and flexible role.
Top 3 reasons to work for us
Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.
Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.
Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.
Who are we looking for?
We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.
If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.
What we offer
We offer a environment which challenges you to realise your potential.
In addition employees enjoy:
Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type
Paraplanning/Quality Assurance Manager
Full-Time and Contract Available Work From Home
You will also be responsible for the:
Manage a Paraplanning Team
Oversee job rotation and workload allocation
Maintain strong communication with the team
Reviewing advice production, ensuring compliance and timeliness
Upskilling your team with regular training and feedback
Build an expert team of paraplanners
Participate in regular team presentations and meetings
Provide guidance to the team for modelling, paraplanning and compliance
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Working with Clients
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Participate in professional development days and training
Consult on “best practice” in advice production and paraplanning
Complex Paraplanning
Prepare (both independently and using your team) professional, comprehensive and high quality financial advice documents
Be the go-to “guru” in paraplanning, armed with extensive technical know-how, and keep those skills up to date
Desired Skills and Experience
To be the successful applicant you MUST:
Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Able to provide constructive, clear feedback
Be a willing participant in continuous learning
Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
Be capable of working productively as part of a team with your peers and external stakeholders, both in person and remotely.
Already have a tertiary or post-graduate Financial Planning qualification and/or Diploma or Advanced Diploma qualifications in Financial Planning
Have 5 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning
How to apply
If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au
Salary is negotiable depending on capability and experience.
