Senior Paraplanner, Perpetual Wealth Management
Core
Provide quality, compliant, and timely paraplanning services and strategic advice support to Advisers, Partners, and clients, including coaching for junior team members.
Role type
Senior Paraplanner (Wealth Management)
Builds
Tailored advice strategies, fiduciary documents (SOAs and ROAs), financial calculations, and cash flow models for individuals, families, businesses, and communities.
Domain
Australian Wealth Management and Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Paraplanning, XPLAN financial planning software, investment & strategic reviews, superannuation consolidation, retirement planning, personal insurance, structures, taxation, income streams, cash flow modelling
Preferred skills
Estate planning, philanthropy, aged care, debt management strategies, leadership, team collaboration
Technologies
XPLAN
Responsibilities
Collaborate with Advisers to formulate advice strategies; Generate tailored advice and fiduciary documents; Provide leadership, coaching, and onboarding support; Prepare financial calculations and cash flow analysis; Improve internal tools and templates; Attend client meetings to assist in presentations.
Seniority
Senior, hands-on IC with mentorship responsibilities