Perpetual is seeking a Senior Paraplanner to provide quality paraplanning services and strategic support to advisers, partners and clients.
You will collaborate with the team to prepare SOAs/ROAs, perform cash flow modelling and financial calculations, and help coach junior staff.Hybrid work arrangement and the prospect to contribute to a leading Australian wealth management group.
You will bring at least 5 years of paraplanning experience and proficiency with XPLAN, with a focus on
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📌 Senior Paraplanner — Hybrid/Remote, Lead & Coach (Sydney)
🏢 Perpetual
📍 Sydney
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