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 Sydney
🏢 Perpetual
📍 Sydney
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