Paraplanning Team Leader, Perpetual Wealth Management | Melbourne, Au
vor 4 Wochen
Flexible Work Environment: Work where you work best - whether in the office or from home.6-month Max Term ContractAttractive salary package and progression opportunitiesPerpetual 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 be part of the wider Perpetual Wealth Management as a Team Leader within the Paraplanning team.About the roleJoin our dynamic team at Perpetual Wealth Management
As a Team Leader, you will:Assist the Senior Manager, National Paraplanning with the management of the National Paraplanning team to deliver effective and consistent support to Senior Advisers, Trust Managers and their clientsProvide leadership, coaching & onboarding support & assist with workflow allocation as neededCollaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice & investment strategies that provide optimal client outcomesGenerate tailored advice documents (SOAs and ROAs) within agreed time frames & service standardsMeet individual quality and productivity targetsPrepare financial calculations, modelling and detailed cash flow analysisProactively seek opportunities to create administrative efficiencies & improve internal tools and templatesContribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.About youWe're looking for someone with:Minimum 3 years paraplanning experienceProven leadership & stakeholder management skillsWell-developed interpersonal skills and ability to build relationshipsStrong investigate, analysis and problem-solving abilitiesSound understanding of investment principlesExcellent verbal and written communication skillsExcellent time management and organisational skillsStrong attention to detailStrong Excel skills are an advantagePC literate (Word & Excel)Previous experience with XPLAN financial planning softwareExperience in the preparation of investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling desirableAbility to work effectively in a team environmentHow 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 year.An annual allowance to empower you to prioritise your personal wellbeing.Access to LinkedIn learning, study support and commitment to supporting professional development.We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.Diversity and inclusionWGEA Employer of Choice for gender equality since 2018.Strong 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 People.We'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.
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