Strategic Paraplanning Leader

1 week ago


Melbourne, Victoria, Australia Perpetual Full time

Perpetual is a leading provider of investment, wealth and fund management services in Australia. We're seeking an experienced Strategic Paraplanning Leader to join our team.

About the Role

We offer a highly competitive salary package including a base salary of $120,000 - $180,000 per annum, depending on experience. This role involves providing strategic advice and support to our financial advisers and clients.

  • Develop and implement paraplanning strategies to deliver high-quality advice and exceptional client outcomes.
  • Lead and mentor a team of paraplanners to ensure they have the skills and knowledge required to provide excellent service.
  • Collaborate with our investment specialists to develop and maintain in-depth knowledge of investment products and markets.
  • Ensure all work meets the highest standards of quality, compliance and timeliness.
About You

To be successful in this role, you'll need:

  • A minimum of 3 years' experience in paraplanning or a related field.
  • Proven leadership and stakeholder management skills.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • A deep understanding of investment principles and products.
What We Offer

We're committed to creating an inclusive workplace where diversity is celebrated. Our benefits include:

  • Flexible work arrangements to balance work and personal life.
  • Ongoing professional development opportunities.
  • A dynamic and supportive team environment.

If you're passionate about delivering exceptional client experiences and want to take your career to the next level, we'd love to hear from you.



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