Perpetual Wealth Management in Australia seeks a Paraplanner for a 12-month contract to support Advisors, Partners and Clients.
You will generate SOAs/ROAs, collaborate with in-house specialists and meet quality and productivity targets while preparing detailed cash flow analyses and modelling.
The role requires a DFP or equivalent, minimum 3 years paraplanning and experience with XPLAN.
Hybrid work across Sydney/Melbourne/Brisbane/Perth is offered and client-focused outcomes are valued.
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📌 Paraplanner – Hybrid/Remote Wealth Planning (New South Wales)
🏢 Perpetual
📍 New South Wales
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