Shape client outcomes with your technical expertise Join a growing, forward-thinking, and client-centric business Doncaster location, up to $150,000 About the Firm Our client is a highly regarded boutique Financial Planning firm that provides excellence in the provision of financial planning advice to their varied base of clients.
They forge long lasting business relationships by delivering exceptional advice and service to their clients.
What sets them apart from their competitors is how they deliver timely quality advice in an ever-changing financial climate as well as maintaining high-touch relationships with their clients.
As the firm continues to grow, they are seeking a passionate and experienced professional to play a key role in bridging advice strategy with flawless execution.
About the Role This newly created role is perfect for a senior paraplanner, practice manager or technical specialist ready to step into a broader, more influential position.
You'll act as the vital link between the Principal Adviser and the support team, ensuring the advice process is seamless, compliant, and client-focused from start to finish.
You\'ll be involved in strategic planning, quality control, process improvement, and the mentoring of junior team members – all while ensuring the client experience remains exceptional.
Key responsibilities include: Oversee the end-to-end preparation of high-quality, compliant advice documents in collaboration with the Principal Adviser Lead and enhance the client onboarding experience Keep the practice updated with the latest technical, legislative, and compliance changes Mentor, train and support the operations/advice team (up to 2 staff ) Refine and implement operational systems and best practice frameworks Maintain the integrity and compliance of all advice documentation Contribute to the continuous improvement of processes and service delivery About You You're an experienced advice professional with a deep understanding of financial planning strategies and a keen interest in streamlining advice delivery.
You enjoy working in a collaborative, client-focused environment and are ready to take the next step in your career.
You will bring: Strong knowledge of financial planning strategies and the end-to-end advice process Previous experience in paraplanning, compliance, practice management or technical roles Financial planning qualifications and a Bachelor's degree (desirable) Excellent written and verbal communication skills High attention to detail and the ability to manage and prioritise competing tasks Project management and quality control capabilities Proficiency in business software and financial planning tools Rewards and Benefits A unique opportunity to shape the delivery of advice within a high-performing boutique firm Ongoing professional development and mentoring from an experienced leadership team Hybrid working arrangements (Doncaster location + WFH flexibility) A supportive, collaborative team culture where outcomes and quality matter Competitive remuneration package commensurate with experience Ready to take the lead in advice delivery and grow your impact?
If you believe you have the skills and experience to be successful in this role, please forward your resume to Deepa Surti #J-18808-Ljbffr