Perpetual Limited3 followers49 jobs

Paraplanner, Perpetual Wealth Management

Mid levelFull-timeHybridMelbourne VIC, AustraliaProfessional servicesWealth managementFinancial managementPosted 7 months ago
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About the job

This job is about becoming a Paraplanner at Perpetual Group, where you will provide essential support and strategic advice to advisors, partners, and clients. Your contributions will play a vital role in helping clients achieve their financial goals through tailored advice and effective collaboration. The team values a flexible work environment and a culture of collaboration, ensuring everyone can thrive together.

You'll be responsible for

🤝

Collaborating with advisers

Work alongside advisers, partners, and other specialists to create effective advice and investment strategies for clients.
📝

Generating tailored advice documents

Produce Statements of Advice (SOAs) and Records of Advice (ROAs) within set timeframes and quality standards.
📊

Preparing financial calculations

Conduct detailed financial calculations, modelling, and cash flow analysis to support client needs.

Key criteria

📄

DFP or equivalent qualification

Possession of a Diploma of Financial Planning or equivalent qualification.

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🧑‍🏫

1-3 years paraplanning experience

Demonstrated experience in paraplanning within a financial services environment.

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💻

Proficiency in XPLAN software

Experience using XPLAN for financial planning documentation and analysis.

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Meet the team

About the company

View your fit

5 criteria for this job
DFP or equivalent qualification
Possession of a Diploma of Financial Planning or equivalent qualification.

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1-3 years paraplanning experience
Demonstrated experience in paraplanning within a financial services environment.

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Proficiency in XPLAN software
Experience using XPLAN for financial planning documentation and analysis.

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Financial analysis skills
Ability to prepare detailed financial calculations and cash flow models.

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Team collaboration skills
Experience working effectively within a collaborative team environment.

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