In-Demand Senior paraplanner, perpetual wealth management Jobs in Sydney, Nsw

Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Perpetual Wealth Management Graduate Program 2027
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Organisational skills
- Business
- Annual leave
- Fuel discount
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
1d
Integration Analyst – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Salesforce
- AI
- Work from home
Marketing Coordinator, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- CRM software
- Marketing
- Microsoft Office
Payroll Manager, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
8d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Accounts Payable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Work from home
6d
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
1d
Accounts Receivable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Microsoft Office
- Organisational skills
- Work from home
6d
Head of MFS Sales and Relationships - Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- Sales
- Salesforce
- Financial services
- Work from home
Workplace Lead, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Bachelor's degree
- Agile
- IT
- Work from home
3d
Senior Product Analyst, Custody – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Master's degree
- Bachelor's degree
- Work from home
Paraplanner
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Salesforce
- Communication skills
- Annual leave
- Work from home
Client Services Officer, Debt Markets - Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- Communication skills
- Work from home
Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
4d
Mailroom Officer – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Outlook
- Administrative experience
- Computer skills
- Work from home
1d
Client Manager, Responsible Entity Services – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Up to $133,000 a year
- Full-time
- Management
- Administrative experience
- Financial services
- Work from home
Senior Research Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Research
- Finance
- Master's degree
- Work from home
9h
Service Delivery Manager, Asset Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Bachelor's degree
- No degree
- Work from home

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Paraplanner, Perpetual Wealth Management

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Investment
Organisational skills
Time management

Full Job Description

12 months max term contract position
Hybrid Work Environment: Sydney, Melbourne, Brisbane or Perth location
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 for a 12 month contract Paraplanner to join the team providing support and strategic advice to Advisors, Partners and Clients in the Perpetual Wealth Management 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

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.

About you

We’re looking for someone with:

DFP or equivalent.
Completed FASEA/RG146 CPD training & development.
Minimum 3 years paraplanning experience.
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.
Excellent time management and organisational skills
Strong attention to detail
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.

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.

Apply Now

Refine Your Search

senior paraplanner, perpetual wealth management jobs in sydney, nsw

Paraplanner, Perpetual Wealth Management

Perpetual Wealth Management Graduate Program 2027

Senior Manager, Investment Operations, Perpetual Wealth Management

Integration Analyst – Perpetual Wealth Management

Marketing Coordinator, Perpetual Wealth

Payroll Manager, Perpetual Wealth

Integration Manager, Perpetual Wealth Management

Accounts Payable Officer, Perpetual Wealth

Procurement Specialist (Vendor Manager), Perpetual Wealth

Accounts Receivable Officer, Perpetual Wealth

Head of MFS Sales and Relationships - Perpetual Corporate Trust

Workplace Lead, Perpetual Wealth Management

Senior Product Analyst, Custody – Perpetual Corporate Trust

Paraplanner

Client Services Officer, Debt Markets - Perpetual Corporate Trust

Graduate Analyst - ISO

Mailroom Officer – Perpetual Wealth Management

Client Manager, Responsible Entity Services – Perpetual Corporate Trust

Senior Research Analyst

Service Delivery Manager, Asset Management

I want to receive the latest job alert for senior paraplanner, perpetual wealth management in sydney, nsw

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12 months max term contract position

Hybrid Work Environment: Sydney, Melbourne, Brisbane or Perth location

Work in our collaborative, cohesive Paraplanning team.

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