Senior Paraplanner — Hybrid/Remote, Lead & Coach

Perpetual; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

Perpetual is seeking a Senior Paraplanner to provide quality paraplanning services and strategic support to advisers, partners and clients. You will collaborate with the team to prepare SOAs/ROAs, perform cash flow modelling and financial calculations, and help coach junior staff.

Hybrid work arrangement and the opportunity to contribute to a leading Australian wealth management group. You will bring at least 5 years of paraplanning experience and proficiency with XPLAN, with a focus on

Qualifications

• 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.

Responsibilities

• 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

Skills

Paraplanning

Team collaboration

Leadership experience

Tools

XPLAN

Job description

Perpetual is seeking a Senior Paraplanner to provide quality paraplanning services and strategic support to advisers, partners and clients. You will collaborate with the team to prepare SOAs/ROAs, perform cash flow modelling and financial calculations, and help coach junior staff.

Hybrid work arrangement and the opportunity to contribute to a leading Australian wealth management group. You will bring at least 5 years of paraplanning experience and proficiency with XPLAN, with a focus on