Paraplanner, Perpetual Wealth Management
Core
Support Advisors and Partners in formulating investment strategies and generating tailored advice documents for clients across wealth management, superannuation, and retirement planning.
Role type
Paraplanner
Builds
Strategic advice documents (SOAs, ROAs), financial models, and cash flow analyses
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning software proficiency, investment strategy formulation, cash flow modelling, regulatory compliance knowledge
Preferred skills
Superannuation consolidation, retirement planning, tax management, estate planning, insurance structuring
Technologies
XPLAN
Responsibilities
Collaborate with Advisers to formulate advice and investment strategies; Generate tailored advice documents within agreed timeframes; Prepare financial calculations, modelling, and detailed cash flow analysis; Ensure compliance with corporate and regulatory standards
Seniority
Mid-level IC