Senior Manager, Paraplanning, Perpetual Wealth

Perpetual; Sydney; Remote; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Work from anywhere in Australia

Annual wellbeing allowance

Study support

Job summary

Perpetual Wealth is seeking an experienced Senior Manager, Paraplanning to lead a skilled paraplanning team and modernise advice delivery across the business. You will drive capability, quality and scalable processes, leveraging technology, automation and AI to support high standards of client outcomes.

You will partner with advisers, trust managers and leaders to implement a more consistent, tech-enabled advice model while maintaining compliance and service excellence.

Qualifications

• Significant paraplanning or financial advice experience within wealth management.
• Demonstrated experience leading and developing teams through BAU and significant change.
• Strong capability across capacity planning, workflow management, demand forecasting and resource allocation.
• Experience improving or transforming paraplanning or advice delivery, across people, process, technology and service models.
• Strong knowledge of Xplan and advice technology, with an improvement mindset and interest in automation, AI and emerging technology.

Responsibilities

• Lead, coach and develop a high-performing paraplanning team, strengthening technical capability, accountability and a culture of continuous improvement.
• Own workflow, capacity and demand management, balancing resources against current and forecast requirements and proactively addressing priorities and bottlenecks.
• Provide technical leadership and quality oversight across advice strategies, financial modelling and complex advice documentation.
• Lead the evolution of the paraplanning operating model, improving processes, ways of working and service delivery while successfully managing BAU and change.
• Champion the effective use of Xplan and emerging advice technologies, identifying opportunities to simplify and improve the end-to-end advice process.
• Drive the responsible adoption of automation and AI-enabled capabilities within paraplanning to improve efficiency, quality, scalability and how our people work.
• Partner with Advisers, Trust Managers and other stakeholders to deliver change while maintaining strong day-to-day service performance

Skills

Paraplanning

Wealth management

People leadership

Capacity planning

Workflow management

Demand forecasting

Resource allocation

Xplan

Automation & AI

Salesforce

Tools

Salesforce

Xplan

Job description

Senior Manager, Paraplanning, Perpetual Wealth

We have an exciting opportunity for an experienced Senior Manager, Paraplanning to lead our paraplanning team and help shape the next evolution of paraplanning and advice delivery within Perpetual Wealth.

This senior leadership role combines people leadership, technical expertise and operational transformation. You will lead an established team while improving how advice is delivered through stronger capability, streamlined processes and the effective use of technology, automation and AI.

Working closely with Financial Advisers, Trust Managers and business leaders, you will help develop a more consistent, scalable and technology-enabled advice model, while maintaining high standards of quality, compliance and client outcomes.

In this role, you will:

• Lead, coach and develop a high-performing paraplanning team, strengthening technical capability, accountability and a culture of continuous improvement.
• Own workflow, capacity and demand management, balancing resources against current and forecast requirements and proactively addressing priorities and bottlenecks.
• Provide technical leadership and quality oversight across advice strategies, financial modelling and complex advice documentation.
• Lead the evolution of the paraplanning operating model, improving processes, ways of working and service delivery while successfully managing BAU and change.
• Champion the effective use of Xplan and emerging advice technologies, identifying opportunities to simplify and improve the end-to-end advice process.
• Drive the responsible adoption of automation and AI-enabled capabilities within paraplanning to improve efficiency, quality, scalability and how our people work.
• Partner with Advisers, Trust Managers and other stakeholders to deliver change while maintaining strong day-to-day service performance

About you

You are an experienced paraplanning or advice professional who combines strong technical expertise, people leadership and operational capability, with a genuine interest in transforming how advice is delivered.

You will bring:

• Significant paraplanning or financial advice experience within wealth management, with strong technical knowledge across advice strategies, financial modelling and advice documentation.
• Demonstrated experience leading and developing teams through BAU and significant change.
• Strong capability across capacity planning, workflow management, demand forecasting and resource allocation.
• Experience improving or transforming paraplanning or advice delivery, across people, process, technology and service models.
• Strong knowledge of Xplan and advice technology, with an improvement mindset and interest in automation, AI and emerging technology.

Experience supporting high-net-worth clients, Salesforce or comparable platforms, and technology-enabled transformation within advice or paraplanning environments will be highly regarded.

This is an opportunity to have a genuine impact on the future of paraplanning within Perpetual Wealth. You'll lead an established team while helping modernise how advice is delivered, strengthening capability and service today as we develop a more scalable, efficient and technology-enabled model for the future.

If you're an experienced paraplanning leader who enjoys developing people, leading change and finding better ways to deliver advice, we'd love to hear from you.

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

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.