Strategic Paraplanning Lead

3 weeks ago


Melbourne, Victoria, Australia Perpetual Full time
About the Role

We are seeking an experienced Strategic Paraplanning Lead to join our team at Perpetual Wealth Management. This is a key leadership role that will provide quality, compliant and timely paraplanning services & 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 & onboarding support & assist with workflow allocation as needed
  • Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice & investment strategies that provide optimal client outcomes
  • Generate tailored advice documents (SOAs and ROAs) within agreed time frames & service standards
  • Meet individual quality and productivity targets
  • Prepare financial calculations, modelling and detailed cash flow analysis
  • Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates
  • Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.
About You

We're looking for someone with:

  • Minimum 3 years paraplanning experience
  • Proven leadership & 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 organisational 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 & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling desirable
  • Ability to work effectively in a team environment
Why Choose Perpetual?

We offer a range of benefits including:

  • An attractive salary package
  • Progression opportunities
  • Flexible work environment
  • Annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • We have partnered with Jawun for over 10 years supporting regional Indigenous organisations


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