Perpetual Limited
Paraplanner, Perpetual Wealth Management
Mid levelFull-timeHybridMelbourne VIC, AustraliaProfessional servicesWealth managementFinancial managementPosted 5 months ago
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
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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.What we're looking for
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DFP or equivalent qualification
Possession of a Diploma of Financial Planning or equivalent qualification.View fit
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1-3 years paraplanning experience
Demonstrated experience in paraplanning within a financial services environment.View fit
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Proficiency in XPLAN software
Experience using XPLAN for financial planning documentation and analysis.View fit
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