Risk Paraplanner, Perpetual Wealth Management

• More 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 Risk Paraplanner providing support and strategic advice to Advisors, Partners and Clients in the Priority Life 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 role:

• Work alongside Advisers and assist with the preparation of all documents to be presented to clients. These include risk researcher and adviser portals quotes, preparation and collection of personal statements and applications, preparing Statement of Advice and all supporting compliance documents.

• Manage all underwriting requirements, liaising with clients to collect additional information, booking medical appointments, and working alongside underwriters and Advisers to issue new insurance policies.

• Assist Advisers with managing their existing insurance book.

• Manage own tasks and workflow to ensure documents are prepared in a timely manner.

• Answer client queries regarding their insurance policies.

• Maintain accurate and compliant records across Xplan, SharePoint and other internal reports.

About you
We're looking for someone with:

• Minimum 2 years’ experience in a risk, holistic paraplanning or similar role.

• Preferred Xplan user including knowledge of risk researcher, tasks and SOA wizard.

• Preferred knowledge of personal risk Insurance – Life, TPD, Trauma, Income Protection and Business Expense. Including buy-back and reinstatement and indemnity and agreed definitions.

• Working with sensitive information and adherence to safe keeping of personal data.

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

Diversity and inclusion

• 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.