Remote Adviser Onboarding & Integration Specialist New South Wales

Remote Adviser Onboarding & Integration Specialist New South Wales

22 Aug
|
Perpetual
|
New South Wales

22 Aug

Perpetual

New South Wales

Job Description

Perpetual Wealth Management is seeking an experienced Integration Analyst on a 12-month contract to support onboarding and integration of newly appointed advisers into Perpetual Private. You will coordinate onboarding milestones and ensure a seamless adviser start.

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Ideal candidates have 2+ years in wealth management, experience in adviser onboarding or project coordination, and familiarity with the regulatory framework for retail financial advice; Salesforce or Xplan knowledge is a plus.
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📌 Remote Adviser Onboarding & Integration Specialist New South Wales
🏢 Perpetual
📍 New South Wales

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