Senior Manager, Paraplanning, Perpetual Wealth

18-month maximum-term contract

We have an exciting opportunity for an experienced Senior Manager, Paraplanning to lead our paraplanning team and help shape the next evolution of paraplanning and advice delivery within Perpetual Wealth.

This senior leadership role combines people leadership, technical expertise and operational transformation. You will lead an established team while improving how advice is delivered through stronger capability, streamlined processes and the effective use of technology, automation and AI.

Working closely with Financial Advisers, Trust Managers and business leaders, you will help develop a more consistent, scalable and technology-enabled advice model, while maintaining high standards of quality, compliance and client outcomes.

In this role, you will:

• Lead, coach and develop a high-performing paraplanning team, strengthening technical capability, accountability and a culture of continuous improvement.
• Own workflow, capacity and demand management, balancing resources against current and forecast requirements and proactively addressing priorities and bottlenecks.
• Provide technical leadership and quality oversight across advice strategies, financial modelling and complex advice documentation.
• Lead the evolution of the paraplanning operating model, improving processes, ways of working and service delivery while successfully managing BAU and change.
• Champion the effective use of Xplan and emerging advice technologies, identifying opportunities to simplify and improve the end-to-end advice process.
• Drive the responsible adoption of automation and AI-enabled capabilities within paraplanning to improve efficiency, quality, scalability and how our people work.
• Partner with Advisers, Trust Managers and other stakeholders to deliver change while maintaining strong day-to-day service performance

About you

You are an experienced paraplanning or advice professional who combines strong technical expertise, people leadership and operational capability, with a genuine interest in transforming how advice is delivered.

You will bring:

• Significant paraplanning or financial advice experience within wealth management, with strong technical knowledge across advice strategies, financial modelling and advice documentation.
• Demonstrated experience leading and developing teams through BAU and significant change.
• Strong capability across capacity planning, workflow management, demand forecasting and resource allocation.
• Experience improving or transforming paraplanning or advice delivery, across people, process, technology and service models.
• Strong knowledge of Xplan and advice technology, with an improvement mindset and interest in automation, AI and emerging technology.

Experience supporting high-net-worth clients, Salesforce or comparable platforms, and technology-enabled transformation within advice or paraplanning environments will be highly regarded.

Why join us?

This is an opportunity to have a genuine impact on the future of paraplanning within Perpetual Wealth. You’ll lead an established team while helping modernise how advice is delivered, strengthening capability and service today as we develop a more scalable, efficient and technology-enabled model for the future.

If you’re an experienced paraplanning leader who enjoys developing people, leading change and finding better ways to deliver advice, we’d love to hear from you.

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

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.