Perpetual Group is an ASX-listed company providing wealth management and fiduciary services across Australia. We have an exciting 12-month contract for a Paraplanner to support Advisors, Partners and Clients within the Wealth Management business.
You will collaborate with in-house specialists to formulate advice, generate SOAs/ROAs, and perform cash flow modelling and financial calculations. The role focuses on compliant, client‐centric outcomes in a rapid-paced team.
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📌 Paraplanner - Wealth Mgmt (12-Month Contract, Hybrid) (New South Wales)
🏢 Perpetual
📍 New South Wales
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