Paraplanning Team Leader, Executive Financial Services

3 weeks ago

Melbourne, Victoria, Australia Perpetual Full time
About the Role

We are seeking an experienced Paraplanning Team Leader to join our team in Wealth Management. As a key member of our team, you will play a crucial role in providing quality paraplanning services and strategic advice support to Advisers, Partners, and clients.

Key Responsibilities:

  • Assist the Senior Manager, National Paraplanning with the management of the National Paraplanning team to deliver effective and consistent support to Senior Advisers, Trust Managers, and their clients.
  • Provide leadership, coaching, and onboarding support, as well as assist with workflow allocation as needed.
  • Collaborate with Advisers, Partners, Associate Advisers, and other in-house specialists to formulate advice and investment strategies that provide optimal client outcomes.
  • Generate tailored advice documents (SOAs and ROAs) within agreed time frames and service standards.
  • Meet individual quality and productivity targets.
  • Prepare financial calculations, modeling, and detailed cash flow analysis.
  • Proactively seek opportunities to create administrative efficiencies and improve internal tools and templates.
  • Contribute to effective risk and compliance management through ensuring appropriate measures, controls, and activities are taken to fulfill corporate and regulatory compliance.
About You

We're looking for someone with:

  • Minimum 3 years of paraplanning experience.
  • Proven leadership and stakeholder management skills.
  • Well-developed interpersonal skills and ability to build relationships.
  • Strong investigate, analysis, and problem-solving abilities.
  • Sound understanding of investment principles.
  • Excellent verbal and written communication skills.
  • Excellent time management and organizational skills.
  • Strong attention to detail.
  • Strong Excel skills are an advantage.
  • PC literate (Word & Excel).
  • Previous experience with XPLAN financial planning software.
  • Experience in the preparation of investment and strategic reviews, including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams, and cash flow modeling desirable.
  • Ability to work effectively in a team environment.
Benefits

Perpetual offers a competitive salary package and progression opportunities. The estimated annual salary for this role is $120,000 - $150,000 AUD, depending on experience.

In addition to a competitive salary, we offer:

  • A flexible work environment, allowing you to work from home or our office.
  • An annual allowance to prioritize your personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to supporting professional development.
  • A supportive and inclusive workplace culture.
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated. We encourage applications from Aboriginal and Torres Strait Islander people.

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