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Senior Manager, Paraplanning
Perpetual Limited. Lead, coach and develop a high-performing paraplanning team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading and developing paraplanning teams while managing workflow, capacity, and demand within wealth management. Proficient in financial modelling, advice strategies, and leveraging technology such as Xplan and automation to enhance service delivery.
Highest-signal resume keywords
Paraplanning ExperienceFinancial ModellingTeam LeadershipWorkflow ManagementXplan Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModellingAdvice StrategiesCapacity PlanningDemand ForecastingResource AllocationProcess ImprovementAutomationAI IntegrationTechnology TransformationAdvice Documentation
Soft Skills
CoachingChange ManagementCollaborationProblem-SolvingCommunication
Tools & Technologies
XplanSalesforceEmerging Advice TechnologiesAutomation ToolsAI-Enabled Capabilities
Industry Keywords
Wealth ManagementParaplanningHigh-Net-Worth ClientsAdvice DeliveryService Models
About the role
Key responsibilities & impact- Lead, coach and develop a high-performing paraplanning team
- Own workflow, capacity and demand management, balancing resources against current and forecast requirements
- Provide technical leadership and quality oversight across advice strategies, financial modelling and complex advice documentation
- Lead the evolution of the paraplanning operating model and improve processes, ways of working and service delivery
- Manage BAU and change initiatives
- Champion effective use of Xplan and emerging advice technologies
- Drive responsible adoption of automation and AI-enabled capabilities within paraplanning
- Partner with Advisers, Trust Managers and stakeholders to deliver change while maintaining day-to-day service performance
Requirements
What you’ll need- Significant paraplanning or financial advice experience within wealth management
- 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
- Improvement mindset and interest in automation, AI and emerging technology
- Experience supporting high-net-worth clients, Salesforce or comparable platforms, and technology-enabled transformation will be highly regarded
Benefits
Comp & perks- 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
- Inclusive workplace where diversity is celebrated