Paraplanner Hybrid/remote Wealth Planning New South Wales

Paraplanner Hybrid/remote Wealth Planning New South Wales

22 Aug
|
Perpetual
|
New South Wales

22 Aug

Perpetual

New South Wales

Job Description

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.

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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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