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 workplace 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.
J-*-Ljbffr
📌 Hybrid Paraplanner 12 Month Contract — Study Support New South Wales
🏢 Perpetual
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.