Paraplanner – Hybrid/remote Wealth Planning City Of Sydney

Paraplanner – Hybrid/remote Wealth Planning City Of Sydney

22 Aug
|
Perpetual
|
City of Sydney

22 Aug

Perpetual

City of 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.
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📌 Paraplanner – Hybrid/remote Wealth Planning City Of Sydney
🏢 Perpetual
📍 City of Sydney

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