Paraplanning Manager
Job DescriptionPurposeTo work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. AccountabilitiesProvision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offeringsResponse to customer inquiries, resolution of issues, and provision of guidance on product usage.Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.Participation in events, conferences and other networking opportunities to showcase the product and generate interest.Assistant Vice President ExpectationsTo advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomesIf the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.Take ownership for managing risk and strengthening controls in relation to the work done.Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and...