Strategic Paraplanning Leader
1 week ago
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 RoleWe 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.
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.
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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