Paraplanning Team Leader, Perpetual Wealth Management
vor 4 Wochen
Full time
Flexible Work Environment: Work where you work best - whether in the office or from home. 6-month Max Term Contract Attractive salary package and progression opportunities 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.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business.
An exciting opportunity to be part of the wider Perpetual Wealth Management as a Team Leader within the Paraplanning team.
About the role Join 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 clients.Provide leadership, coaching & onboarding support & assist with workflow allocation as needed.Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice & investment strategies that provide optimal client outcomes.Generate tailored advice documents (SOAs and ROAs) within agreed time frames & service standards.Meet individual quality and productivity targets.Prepare financial calculations, modelling and detailed cash flow analysis.Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates.Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance. About you We're looking for someone with:
Minimum 3 years paraplanning experience.Proven leadership & stakeholder management skills.Well-developed interpersonal skills and ability to build relationships.Strong investigative, analysis and problem-solving abilities.Sound understanding of investment principles.Excellent verbal and written communication skills.Excellent time management and organisational skills.Strong attention to detail.Strong Excel skills are an advantage.PC literate (Word & Excel).Previous experience with XPLAN financial planning software.Experience in the preparation of investment & strategic reviews including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling desirable.Ability to work effectively in a team environment. 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.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 inclusion WGEA 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.
*** Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders.
Some roles may require that full vaccination is maintained for the safety and well-being of our clients.
If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process.
You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt. #J-18808-Ljbffr
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