Perpetual Limited5 followers32 jobs

Senior Paraplanner, Perpetual Wealth Management

SeniorContractHybridSydney NSW, AustraliaPerth WA, AustraliaMelbourne VIC, AustraliaBrisbane QLD, AustraliaProfessional servicesPosted 4 days agoVerified 4 days ago
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About the job

As a Senior Paraplanner, you will embark on an exciting journey providing quality, compliant, and timely paraplanning services and strategic advice support to advisers, partners, and clients. Your role is crucial in ensuring optimal client outcomes while fostering a supportive environment for junior team members. The team thrives on collaboration and embraces a flexible work environment, allowing you to work where you feel most productive.

You'll be responsible for

🤝

Collaborating with advisers

Work alongside advisers, partners, and other specialists to formulate advice strategies that provide optimal client outcomes.
📝

Generating tailored advice documents

Create tailored advice and fiduciary documents (SOAs and ROAs) within agreed time frames and service standards.
👩‍🏫

Providing coaching and support

Offer leadership, coaching, and onboarding support for less experienced team members to enhance their skills.

Key criteria

📊

Paraplanning experience

Minimum 5 years of paraplanning experience in financial services.

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🖥️

XPLAN software proficiency

Proven experience using XPLAN financial planning software.

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📈

Investment and strategic review expertise

Demonstrated experience preparing investment and strategic reviews.

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Meet the team

About the company

View your fit

5 criteria for this job
Paraplanning experience
Minimum 5 years of paraplanning experience in financial services.

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XPLAN software proficiency
Proven experience using XPLAN financial planning software.

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Investment and strategic review expertise
Demonstrated experience preparing investment and strategic reviews.

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Team collaboration skills
Ability to work effectively within a team environment.

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Leadership experience
Experience providing coaching and support to junior team members.

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