Senior Paraplanner, Perpetual Wealth Management
3mo ago , from Perpetual Services PTY Limited
- 12 month fixed term contact - Sydney, Melbourne, Brisbane or Perth location
- Flexible Work Environment: Work where we work best - whether in the office or from home.
- Work alongside a high experienced team of Paraplanners and support staff.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
As a Senior Paraplanner the role is focused on providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients & provide coaching & support to junior team members.
About the Role
- Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice strategies that provide optimal client outcomes
- Generate tailored advice & fiduciary documents (SOAs and ROAs) within agreed time frames & service standards
- Meet individual quality and productivity targets
- Provide leadership, coaching & onboarding support for less experienced team members
- Prepare financial calculations, modelling and detailed cash flow analysis
- Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates
- Attend client meetings to assist Advisers & Partners in the presentation of complex strategies as required
About You
- Minimum 5 years' paraplanning experience
- Previous experience with XPLAN financial planning software
- Comprehensive experience in the preparation of investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies highly desirable
- Ability to work effectively in a team environment
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Study support and commitment to supporting professional development
Diversity and inclusion
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Senior Paraplanner, Perpetual Wealth Management employer: Perpetual
Perpetual Wealth Management is an exceptional employer, offering a dynamic and inclusive work environment in the heart of Sydney. With a strong commitment to employee growth, you will have access to tailored onboarding plans and continuous improvement initiatives that empower you to make a meaningful impact. Join a team that values collaboration and celebrates diversity, ensuring that every employee can thrive in their career journey.
