Paraplanner – Wealth Management 12‑month Contract, Hybrid Sydney

Paraplanner – Wealth Management 12‑month Contract, Hybrid Sydney

16 Oct
|
Perpetual
|
Sydney

16 Oct

Perpetual

Sydney

Perpetual Wealth Management is seeking a Paraplanner for a 12-month contract to support Advisors, Partners and Clients across the wealth management business. The role collaborates with in-house specialists to formulate advice and investment strategies and to generate tailored SOAs and ROAs.

The successful candidate will have a minimum of 3 years paraplanning experience, a DFP or equivalent qualification, and proficiency with XPLAN.
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📌 Paraplanner – Wealth Management 12‑month Contract, Hybrid Sydney
🏢 Perpetual
📍 Sydney

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