Spearhead the overall operations strategy for the Paraplanning Department, focusing on meeting Australian financial services standards and regulations.Collaborate with senior management to define departmental goals, KPIs, and performance metrics to ensure continuous improvement and excellence.Supervise and mentor a team of paraplanners, ensuring their professional growth and productivity.Foster a positive work environment, encouraging teamwork, and promoting a culture of excellence… Show more Spearhead the overall operations strategy for the Paraplanning Department, focusing on meeting Australian financial services standards and regulations.Collaborate with senior management to define departmental goals, KPIs, and performance metrics to ensure continuous improvement and excellence.Supervise and mentor a team of paraplanners, ensuring their professional growth and productivity.Foster a positive work environment, encouraging teamwork, and promoting a culture of excellence and innovation.Implement efficient workflows and standard operating procedures (SOPs) to streamline paraplanning processes, maximizing productivity and quality of deliverables.Continuously assess and improve existing processes to enhance efficiency and reduce turnaround times.Ensure that all paraplanning services meet Australian regulatory requirements and adhere to the highest quality standards.Conduct regular audits and reviews to maintain the accuracy and integrity of financial plans.Collaborate with clients to understand their specific needs, address concerns, and provide tailored paraplanning solutions.Foster strong client relationships, earning trust as a reliable and knowledgeable partner.Work closely with the Business Development team to identify potential growth opportunities and support new client onboarding.Monitor key performance indicators (KPIs) and prepare regular reports on operational performance, identifying areas for improvement.Present performance insights and recommendations to senior management for strategic decision-making.Stay updated with industry trends, changes in regulations, and emerging technologies to maintain a competitive edge and offer innovative solutions. Show less

Reviewing completed work to verify consistency, quality, and conformance and giving comprehensive and constructive feedback.Motivating and empowering team members to build customer satisfaction and loyalty to support retention and growth.Fostering positive employee relationships through communication, training, and development coaching.Offering training and support to keep team members motivated and working toward objectives.Assigning projects and distributing tasks to team… Show more Reviewing completed work to verify consistency, quality, and conformance and giving comprehensive and constructive feedback.Motivating and empowering team members to build customer satisfaction and loyalty to support retention and growth.Fostering positive employee relationships through communication, training, and development coaching.Offering training and support to keep team members motivated and working toward objectives.Assigning projects and distributing tasks to team members as per area of expertise.Maintaining high standards of customer service during high-volume work shifts and fast-paced operations. Team Management and Development. Show less

Compiling draft net worth statements, income, and expenditure statements, and financial cash flow forecast, and discussing them with the adviser.Undertaking research both independently and with the financial adviser to identify suitable solutions to meet the client’s needs.Preparing information/comparisons for analysis.Considering current and future allocation of assets for investment strategy with regard to client risk profile.Comparing different financial planning modeling… Show more Compiling draft net worth statements, income, and expenditure statements, and financial cash flow forecast, and discussing them with the adviser.Undertaking research both independently and with the financial adviser to identify suitable solutions to meet the client’s needs.Preparing information/comparisons for analysis.Considering current and future allocation of assets for investment strategy with regard to client risk profile.Comparing different financial planning modeling scenarios for clients.Preparing Statement/Record of Advice documents and reviewing them.Implementing - Completing letters/application forms to implement the agreed strategy.Training and supervising new employees. Show less

Managing Advisor Support Tasks like documentation, ensuring receipt of complete paperwork, and communicating with advisors and clients.Providing custodian account-related services, auditing accounts on a monthly basis.Assisting in undertaking portfolio analysis and performance reporting to clients.Assisting the compliance team in the US to make sure the firm is compliant with the SEC requirements.

Teaching Financial Management, Financial Accounting, and Cost Accounting to PGDM students.Creating lesson plans and developing instructional materials covering required topics and learning objectives.Evaluating student progress, grading assignments, and providing students with feedback.Attending faculty meetings and participating in student outcome assessments with departmental members.

Corporate Secretarial ServicesCompany Law and Listing Agreement compliances