Paraplanner, Perpetual Wealth Management

2 weeks ago

Melbourne, Victoria, Australia Perpetual Limited Full time $90,000 - $120,000 per year
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave.
  • Flexible Work Environment: Work where you work best - whether in the office or from home.
  • Work in our collaborative, cohesive Paraplanning team.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to develop your career as an Paraplanner providing support and strategic advice to Advisors, Partners and Clients in the Perpetual Wealth Management business.

The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

About the role

  • 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:

  • DFP or equivalent.
  • Completed FASEA/RG146 CPD training & development.
  • Minimum 1-3 years paraplanning experience.
  • 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.
- Excellent time management and organisational skills
- Strong attention to detail

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Study support and commitment to supporting professional development

Diversity and inclusion

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

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

  • Paraplanner, Wealth Management

    1 week ago

    Melbourne, Victoria, Australia Perpetual Full time $80,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Strategic Paraplanner

    2 weeks ago

    Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $90,000 - $120,000 per year

    About The Role:Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.You'll work closely with advisers and paraplanners to prepare...

  • Engineering Manager – Digital

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Full time $120,000 - $180,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: 2 days of remote work and 3 days of in-office collaboration (Tuesday, Wednesday, and Thursday)Join Perpetual Corporate Trusts Innovation Company & one of Australia's leading Institutional Fiduciary and Digital Solutions providersPerpetual Group is an ASX-listed company...

  • Paraplanner

    1 week ago

    Melbourne, Victoria, Australia Equity Trustees Full time

    We are currently seeking a Paraplanner to join our Trustee & Wealth Services (TWS) Advice team. Reporting to the Manager, Paraplanning, this role provides high-quality support to EQT Financial Advisers through the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and financial modelling.This is a great opportunity for a detail-oriented...

  • Engineering Manager

    2 weeks ago

    Melbourne, Victoria, Australia Perpetual Limited Full time $120,000 - $180,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: 2 days of remote work and 3 days of in-office collaboration (Tuesday, Wednesday, and Thursday)Join Perpetual Corporate Trusts Innovation Company & one of Australia's leading Institutional Fiduciary and Digital Solutions providersPerpetual Group is an ASX-listed company...

  • Financial Adviser

    2 weeks ago

    Melbourne, Victoria, Australia PMP Wealth Full time $120,000 - $180,000 per year

    Who We AreAt PMP Wealth, we specialise in providing tailored financial strategies to high-net-worth clients, business owners, and professionals. With offices in Collingwood and Greensborough, we work closely with an established accounting firm, giving us a strong referral base and the ability to offer truly integrated advice. Our focus is on long-term...

  • Paraplanner - Financial Planning

    2 weeks ago

    Melbourne, Victoria, Australia Nexia Melbourne Full time $80,000 - $120,000 per year

    At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.We're seeking a Senior Paraplanner to join our experienced team...

  • Associate Financial Adviser

    1 week ago

    Melbourne, Victoria, Australia Perpetual Services Pty Limited Full time $90,000 - $120,000 per year

    More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...

  • Wealth Manager

    2 weeks ago

    Melbourne, Victoria, Australia ircfsjobs Full time

    Position: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Project Manager

    1 week ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $80,000 - $120,000 per year

    LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while...