- Remote, Australia +1 more
- Remote
- Contract · Manager
Lead the paraplanning team and drive operational transformation within Perpetual Wealth’s wealth management practice.
Locations (2)
- Sydney, New South Wales, Australia
- Australia
Responsibilities
- Lead, coach and develop a high‑performing paraplanning team
- Own workflow, capacity and demand management
- Provide technical leadership and quality oversight across advice strategies, financial modelling and complex advice documentation
- Lead the evolution of the paraplanning operating model
- Champion the effective use of Xplan and emerging advice technologies