Sydney, Melbourne, Brisbane or Perth
Hybrid Working Environment
Join our collaborative and high-performing Paraplanning team
Play a key role in delivering exceptional client outcomes across Perpetual Wealth Management.
About Perpetual Group
Perpetual Group (ASX: PPT) is an ASX-listed company headquartered in Sydney, Australia. The Group comprises 11 leading brands operating across three core businesses: Asset Management, Wealth Management, and Corporate Trust.
Within Wealth Management, our brands include Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life, providing a unique combination of wealth management, financial advice, and trustee services.
We support a diverse client base including individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia. Our advisers provide strategic guidance across superannuation, retirement planning, investments, asset protection, insurance, taxation, estate planning, aged care, social security, succession planning, and philanthropy.
About the Opportunity
We are seeking an experienced Paraplanner to join our team. In this role, you will partner closely with Advisers, Partners, Associate Advisers, and internal specialists to develop tailored advice strategies and help deliver outstanding outcomes for clients.
Key Responsibilities
Collaborate with Advisers, Partners, Associate Advisers and internal specialists to develop tailored advice and investment strategies.
Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) within agreed service standards and timeframes.
Produce financial modelling, calculations and detailed cash flow analysis.
Meet individual productivity and quality targets.
Contribute to continuous improvement initiatives by identifying efficiencies within processes, tools and templates.
Support effective risk and compliance management by ensuring adherence to regulatory and corporate requirements.
About You
To be successful in this role, you will bring:
Diploma of Financial Planning (DFP) or equivalent qualification.
Completed FASEA / RG146 training requirements and ongoing professional development.
A minimum of three years' paraplanning experience.
Demonstrated experience using Xplan financial planning software.
Experience preparing investment and strategic advice across areas such as:
Superannuation consolidation
Retirement planning
Personal insurance
Wealth structuring
Taxation strategies
Income streams
Cash flow modelling
Strong attention to detail and commitment to quality.
Excellent organisational and time management skills.
The ability to work effectively within a collaborative team environment.
A proactive mindset with a focus on process improvement and operational efficiency.
Why Join Us?
This is an excellent opportunity to join a respected wealth management organisation and work alongside experienced professionals in a supportive, collaborative environment while contributing to meaningful client outcomes.
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
- Study support and commitment to supporting professional development
- 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.
Skills Required
- Diploma of Financial Planning (DFP) or equivalent qualification.
- Completed FASEA / RG146 training requirements and ongoing professional development.
- Minimum of three years' paraplanning experience.
- Demonstrated experience using Xplan financial planning software.
- Experience preparing investment and strategic advice across superannuation consolidation, retirement planning, personal insurance, wealth structuring, taxation strategies, income streams, and cash flow modelling.
- Strong attention to detail and commitment to quality.
- Excellent organisational and time management skills.
- Ability to work effectively within a collaborative team environment.
- Proactive mindset with focus on process improvement and operational efficiency.
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
