Remote Adviser Onboarding & Integration Specialist (City of Sydney)

Remote Adviser Onboarding & Integration Specialist (City of Sydney)

22 Sep
|
Perpetual
|
City of Sydney

22 Sep

Perpetual

City of Sydney

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.

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 (City of Sydney)
🏢 Perpetual
📍 City of Sydney

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