Paraplanner, Perpetual Wealth

• 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.