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 chance 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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