Paraplanner - Perpetual Wealth Management page is loadedParaplanner - Perpetual Wealth ManagementApply locations Melbourne time type Full time posted on Posted Yesterday job requisition id R7905More Time Off for What Matters:Enjoy up to 6 weeks of leave.Flexible Work Environment:Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual 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.An exciting opportunity to develop your career as an Paraplanner providing support and strategic advice to Advisors, Partners and Clients in the Perpetual Wealth Management business.The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.About the roleCollaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice & investment strategies thatprovide optimal client outcomes.Generate tailored advice documents (SOAs and ROAs) within agreedtime frames & service standards.Meet individual quality and productivity targets.Prepare financial calculations, modelling and detailed cash flowanalysis.Proactively seek opportunities to create administrative efficiencies &improve internal tools and templates.Contribute to effective risk and compliance management throughensuring appropriate measures, controls and activities are taken tofulfil corporate and regulatory compliance.About youWe’re looking for someone with:DFP or equivalent.Completed FASEA/RG146 CPD training & development.Minimum 1-3 years paraplanning experience.Previous experience with XPLAN financial planning software.Experience in the preparation of investment & strategic reviewsincluding, superannuation consolidation, retirement, personalinsurance, structures, taxation, income streams & cash flow modellingdesirable.Ability to work effectively in a team environment.Excellent time management and organisational skillsStrong attention to detailHow we workOur 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 benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingAccess to study support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe 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 .Similar Jobs (2)Associate, Perpetual Wealth Managementlocations 2 Locations time type Full time posted on Posted 30 Days AgoSenior Financial Adviser, Perpetual Wealth Managementlocations Melbourne time type Full time posted on Posted 30+ Days AgoOur 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.Our HistoryIn 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.
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