Senior Paraplanner, Perpetual Wealth Management (Perth)

## Senior Paraplanner, Perpetual Wealth ManagementApplylocations: Sydney: Perth: Melbourne: Brisbanetime type: Full timeposted on: Posted Yesterdayjob requisition id: R8673* 12-month fixed term contract
- Sydney, Melbourne, Brisbane or Perth location* Flexible Work Environment: Work where we work best – whether in the office or from home* Work alongside a high experienced team of Paraplanners and support staffPerpetual 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.As a Senior Paraplanner the 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.**About the Role*** 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**About You*** Minimum 5 years’ paraplanning experience* 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* Ability to work effectively in a team environment* Leadership experience desirable**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*** Solid 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 PeopleWe’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.### About UsPerpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.Across our four business divisions
- Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust
- we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.Trust is earned, every day.We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships
- some of which span five generations.### Our PeopleEach and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rtjfk