Senior paraplanner required to lead a team of paraplanners which managing the firm's adviser workflow.
About the company
Our client is an independent boutique financial planning firm who are self-licensed and are growing rapidly. They provide investment focused financial advice to HNW clients at their premier St. Kilda Rd office. Their continued organic growth has resulted from existing client referrals.
About the role
You will be working alongside a team of experienced financial planning professionals including 4 senior financial advisers, 2 associates, 2 paraplanners and client services offices. You will be leading the paraplanning division and managing adviser workflow.