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Strategic Paraplanning Leadership Opportunity in Wealth Management

2 months ago

Melbourne, Victoria, Australia Perpetual Full time
About the Role

As a Team Leader within the Paraplanning team at Perpetual Wealth Management, you will play a pivotal role in delivering quality paraplanning services and strategic advice support to Advisers, Partners, and clients.

Key Responsibilities:
  • Manage the National Paraplanning team to ensure effective and consistent support to Senior Advisers, Trust Managers, and their clients.
  • Provide leadership, coaching, and onboarding support to team members as needed.
  • Collaborate with Advisers, Partners, Associate Advisers, and other specialists to develop tailored advice and investment strategies that deliver optimal client outcomes.
  • Generate comprehensive advice documents (SOAs and ROAs) within agreed time frames and service standards.
  • Meet individual quality and productivity targets while preparing financial calculations, modeling, and detailed cash flow analysis.
  • Identify opportunities to streamline administrative processes and enhance internal tools and templates.
  • Contribute to risk and compliance management by implementing measures, controls, and activities that meet corporate and regulatory requirements.
Requirements

To be successful in this role, you will possess:

  • A minimum of 3 years' experience in paraplanning.
  • Proven leadership and stakeholder management skills.
  • Strong interpersonal skills and ability to build relationships.
  • Excellent investigate, analysis, and problem-solving abilities.
  • Solid understanding of investment principles.
  • Excellent verbal and written communication skills.
  • Strong Excel skills are an advantage.
  • PC literate (Word & Excel).
  • Previous experience with XPLAN financial planning software is highly desirable.
  • Ability to work effectively in a team environment.
What We Offer

We provide a dynamic work environment where you can grow and develop your career. As a valued member of our team, you can expect:

  • An attractive salary package.
  • A flexible work arrangement, allowing you to work from anywhere in Australia for up to one month each year.
  • An annual allowance to prioritize your personal wellbeing.
  • Access to LinkedIn learning and study support to further your professional development.
  • A commitment to supporting your career growth and development.

We believe in creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.