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April

Senior Paraplanner

Perpetual Limited - The Rocks, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

· Work with the best. Work where + how you work best. Be your best.

Working alongside some of the best in the industry, you’ll be both challenged and supported in this exciting role.

Workplace flexibility is alive and well at Perpetual, and we encourage our people to work where and how they work best.

The Senior Paraplanner role is focused on providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients & provide coaching & support to junior team members.

Why join Perpetual?

Perpetual is one of Australia’s leading financial institutions and blue-chip brands. We’ve been earning the trust from our clients for 130 plus years, some over four generations.

Working for us, you’ll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

Perpetual is proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past, present and emerging. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

Working for us you will enjoy:

  • A fully flexible working environment – Empowering you to work where and how you work best
  • An additional week of paid leave each year
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
  • Market competitive Parental Leave.

What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:

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

What you will need to succeed:

To be considered for this opportunity, your qualifications, skills and experience could include:

  • Minimum 5 years’ paraplanning experience
  • Relevant tertiary education in Business, Economics or Finance degree, with a strong technical background
  • Previous experience with XPLAN financial planning software
  • Comprehensive experience in the preparation of investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
  • Working knowledge of estate planning, philanthropy, aged care & debt management strategies highly desirable
  • Well-developed interpersonal skills and ability to build relationships
  • Strong investigate, analysis and problem-solving abilities

How do you apply? We’d love to learn more about how your interests and experience could be a fit and welcome applications from diverse candidates. If you require adjustments to our recruitment process, please speak to a member of the Perpetual Talent Acquisition team. If you are interested in this position, please click on APPLY FOR THIS JOB to submit an up-to-date copy of your resume. A member of the Perpetual Talent Acquisition team will be in contact once your application has been reviewed.

#THRIVE #ACHIEVE #GROW