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 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.

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