Senior Paraplanner — Lead Strategy & Coaching (Remote AU)

Perpetual Limited; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Work from anywhere in Australia (up to

one month per year)

Wellbeing allowance

Study support and professional develop

Job summary

Perpetual Group in Australia is seeking a Senior Paraplanner to deliver quality paraplanning services, support Advisers and Partners, and coach junior team members in a hybrid office/work-from-home environment.

You will generate tailored advice documents (SOAs/ROAs), perform financial calculations and cash flow modelling, and collaborate with in-house specialists to optimise client outcomes. A minimum 5 years’ paraplanning experience and XPLAN knowledge are preferred.

Qualifications

• Minimum 5 years’ paraplanning experience.
• Previous experience with XPLAN financial planning software.
• Experience in investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
• Knowledge of estate planning, philanthropy, aged care & debt management strategies.
• Ability to work effectively in a team; leadership experience desirable.

Responsibilities

• Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice strategies for 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 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

Financial modelling

Client support

Tools

XPLAN

Job description

Perpetual Group in Australia is seeking a Senior Paraplanner to deliver quality paraplanning services, support Advisers and Partners, and coach junior team members in a hybrid office/work-from-home environment.

You will generate tailored advice documents (SOAs/ROAs), perform financial calculations and cash flow modelling, and collaborate with in-house specialists to optimise client outcomes. A minimum 5 years’ paraplanning experience and XPLAN knowledge are preferred.