09 Aug
|
Perpetual
|
New South Wales
09 Aug
Perpetual
New South Wales
Perpetual Group is seeking a Paraplanner on a 12 month contract to support Advisors, Partners and Clients within the Wealth Management business. The role operates in a hybrid environment across Sydney, Melbourne, Brisbane or Perth with collaboration across the Paraplanning team.
Responsibilities include preparing SOAs/ROAs, financial modelling and cash flow analysis, and delivering timely, quality advice documents. Solid XPLAN experience and FASEA CPD are essential.
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📌 Hybrid Paraplanner (12-Month Contract) — Study Support (New South Wales)
🏢 Perpetual
📍 New South Wales