Paraplanner Hybrid/remote Wealth Planning New South Wales (Australia)

Paraplanner Hybrid/remote Wealth Planning New South Wales (Australia)

03 Sep
|
Perpetual
|
Australia

03 Sep

Perpetual

Australia

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.
n
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.

📌 Paraplanner Hybrid/remote Wealth Planning New South Wales (Australia)
🏢 Perpetual
📍 Australia

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