Paraplanner, Perpetual Wealth Management

Perpetual; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Work from anywhere in Australia up to

Annual wellbeing allowance

Study support

Job summary

Perpetual Wealth Management is seeking a Paraplanner for a 12-month contract to support Advisors, Partners and Clients across the wealth management business. The role collaborates with in-house specialists to formulate advice and investment strategies and to generate tailored SOAs and ROAs.

The successful candidate will have a minimum of 3 years paraplanning experience, a DFP or equivalent qualification, and proficiency with XPLAN.

Qualifications

• Minimum 3 years paraplanning experience.
• Proficiency with XPLAN financial planning software.
• Experience with investment & strategic reviews including superannuation, retirement, personal insurance, taxation, income streams & cash flow modelling.
• DFP or equivalent qualification.

Responsibilities

• Collaborate with Advisers, Partners, Associate Advisers & in-house specialists to formulate advice & investment strategies that provide optimal client outcomes.
• Generate tailored advice documents (SOAs and ROAs) within agreed time frames & service standards.
• Meet individual quality and productivity targets.
• Prepare financial calculations, modelling and detailed cash flow analysis.

Skills

Paraplanning experience

DFP or equivalent

XPLAN

Time management

Education

Diploma in Financial Planning (DFP) or equivalent

Tools

XPLAN

Job description

Paraplanner, Perpetual Wealth Management

2mo ago , from Perpetual Services PTY Limited

• Hybrid Work Environment: Sydney, Melbourne, Brisbane or Perth location
  
• Work in our collaborative, cohesive Paraplanning team.
  

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.

An exciting opportunity for a 12 month contract Paraplanner to join the team providing support and strategic advice to Advisors, Partners and Clients in the Perpetual Wealth Management business.

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

• Collaborate with Advisers, Partners, Associate Advisers & other in-
  house specialists to formulate advice & investment strategies that
  provide optimal client outcomes.
  
• Generate tailored advice documents (SOAs and ROAs) within agreed time frames & service standards.
  
• Meet individual quality and productivity targets.
  
• Prepare financial calculations, modelling and detailed cash flow analysis.
  

About you

We're looking for someone with:

• DFP or equivalent.
  
• Minimum 3 years paraplanning experience.
  
• Previous experience with XPLAN financial planning software.
  
• Experience in the preparation of investment & strategic reviews
  including, superannuation consolidation, retirement, personal
  insurance, structures, taxation, income streams & cash flow modelling desirable.
  
• Ability to work effectively in a team environment.
  
• Excellent time management and organisational skills
  
• Strong attention to detail
  
• Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates.
  
• Contribute to effective risk and compliance management through
  ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.
  

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.