05 Aug
|
Perpetual
|
Sydney
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.
#J-*****-Ljbffr
📌 Paraplanner – Hybrid/Remote Wealth Planning (Sydney)
🏢 Perpetual
📍 Sydney