Senior Paraplanner

Perpetual Limited

Sydney

3 days ago

Sydney

3 days ago

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Senior Paraplanner

Senior Paraplanner needed for a 12-month fixed term contract at Perpetual Wealth Management, with hybrid work options across Australia. The role involves providing paraplanning services, strategic advice support, and coaching junior team members, requiring at least 5 years of experience and proficiency in XPLAN.

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Hybrid

Full-time

Senior

XPLAN

Superannuation Consolidation

Salary

Not specified

Work Location

Sydney, New South Wales, Australia, AU

Work Model

Work where we work best - whether in the office or from home.

Experience Required

5 years

Employment Type

Full-time

Experience Level

Minimum 5 years' paraplanning experience

Contract Length

12 months

Core Qualifications

Technical (Must-have)

XPLANsuperannuation consolidationretirement planningpersonal insurancetaxationincome streamscash flow modellingestate planningphilanthropyaged caredebt management

Soft Skills

teamworkleadershipcoachingcommunication

Tools (Must-have)

XPLAN

Preferred Qualifications

Technical (Nice-to-have)

estate planningphilanthropyaged caredebt management

Key Responsibilities

•Collaborate with Advisers, Partners, Associate Advisers and other in-house specialists to formulate advice strategies
•Generate tailored advice and fiduciary documents (SOAs and ROAs) within agreed time frames and service standards
•Meet individual quality and productivity targets
•Provide leadership, coaching and onboarding support for less experienced team members
•Prepare financial calculations, modelling and detailed cash flow analysis
•Proactively seek opportunities to create administrative efficiencies and improve internal tools and templates
•Attend client meetings to assist Advisers and Partners in the presentation of complex strategies as required

Senior ParaplannerFinancial ServicesFixed Term ContractHybridXPLANWealth ManagementParaplanningSydneyAustraliaFull-time

Key Responsibilities

•Collaborate with Advisers, Partners, Associate Advisers and other in-house specialists to formulate advice strategies

•Generate tailored advice and fiduciary documents (SOAs and ROAs) within agreed time frames and service standards

•Meet individual quality and productivity targets

•Provide leadership, coaching and onboarding support for less experienced team members

•Prepare financial calculations, modelling and detailed cash flow analysis

•Proactively seek opportunities to create administrative efficiencies and improve internal tools and templates

•Attend client meetings to assist Advisers and Partners in the presentation of complex strategies as required