Senior Paraplanning Leader AI-Powered Wealth Advice

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

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.