Job Description

Senior Paraplanner, Perpetual Wealth Management

n

3mo ago , from Perpetual Services PTY Limited

n

n
- 12 month fixed term contact - Sydney, Melbourne, Brisbane or Perth location
n
- Flexible Work Environment: Work where we work best - whether in the office or from home.
n
- Work alongside a high experienced team of Paraplanners and support staff.
n

n

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.

n

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.

n

About the Role

n

n
- Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice strategies that provide optimal client outcomes
n
- Generate tailored advice & fiduciary documents (SOAs and ROAs) within agreed time frames & service standards
n
- Meet individual quality and productivity targets
n
- Provide leadership, coaching & onboarding support for less experienced team members
n
- Prepare financial calculations, modelling and detailed cash flow analysis
n
- Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates
n
- Attend client meetings to assist Advisers & Partners in the presentation of complex strategies as required
n

n

About You

n

n
- Minimum 5 years' paraplanning experience
n




- Previous experience with XPLAN financial planning software
n
- Comprehensive experience in the preparation of investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
n
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies highly desirable
n
- Ability to work effectively in a team setting
n

n

How we work

n

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.

n

Employee advantages

n

n
- Work from anywhere in Australia for up to one month each year
n
- An annual allowance to empower you to prioritise your personal wellbeing
n
- Study support and commitment to supporting professional development
n

n

Diversity and inclusion

n

n
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
n
- A growing number of employee-led networks who work to raise awareness and drive continued change
n
- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
n

n

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.

#J-18808-Ljbffr

📌 Senior Paraplanner, Perpetual Wealth Management (New South Wales)
🏢 Perpetual
📍 New South Wales