Senior Paraplanner, Perpetual Wealth Management
Perpetual · Melbourne, Australia +3 · 3mo ago
Open to Sydney, Melbourne, Brisbane, Adelaide or Perth location
Work where we work best - hybrid office/work-from-home environment
Work alongside a highly 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.
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
About the Role
As a Senior Paraplanner this role is focused on providing quality, compliant and timely paraplanning services and strategic advice support to Advisers, Partners and clients, as well as provide coaching and support to junior team members.
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
Leadership experience desirable
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.