07 Sep
|
Perpetual
|
City of Sydney
07 Sep
Perpetual
City of Sydney
Perpetual Limited in Australia is seeking a Paraplanner on a 12-month contract to support Advisors, Partners and Clients within the Wealth Management business. You will contribute to the preparation of tailored advice and financial calculations to help deliver robust client outcomes.
Working in a cooperative Paraplanning team, you will generate SOAs and ROAs, perform cash flow modelling and investment analyses, and collaborate with in-house specialists to strengthen monitoring and efficiency
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📌 Paraplanner - Hybrid | 12-Month Contract | Remote Australia (City of Sydney)
🏢 Perpetual
📍 City of Sydney