Perpetual Limited in Sydney seeks a Paraplanner to provide strategic advice to Advisors and Clients in the Wealth Management business. You will collaborate with a cohesive team to formulate advice and generate tailored documents while managing financial analyses.
Ideal candidates will have a Diploma of Financial Planning, 1-3 years experience, and proficiency in XPLAN. This role offers a hybrid work model with extensive employee advantages focusing on diversity and inclusion.
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📌 Hybrid Paraplanner: Wealth Strategy & Client Support (Sydney)
🏢 Perpetual
📍 Sydney
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