Paraplanner – Wealth Management (12‑Month Contract, Hybrid)

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

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.