Senior Paraplanner, Perpetual Wealth Management

Perpetual Limited; Sydney; Ibrido; AUD 90.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Work from anywhere in Australia (up to

one month per year)

Wellbeing allowance

Study support and professional develop

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Paraplanning

Team collaboration

Leadership

Financial modelling

Client support

Strumenti

XPLAN

Descrizione del lavoro

• Open to Sydney, Melbourne, Brisbane, Adelaide or Perth location

• Work where we work best - hybrid office/work-from-home environment

• Work alongside a highly experienced team of Paraplanners and support staff

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.

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

As a Senior Paraplanner this role is focused on providing quality, compliant and timely paraplanning services and strategic advice support to Advisers, Partners and clients, as well as provide coaching and support to junior team members.

• 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

About You

• 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

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.