Perpetual Group in Australia is seeking a Senior Paraplanner to deliver quality paraplanning services, support Advisers and Partners, and coach junior team members in a hybrid office/work-from-home workplace.
You will generate tailored advice documents (SOAs/ROAs), perform financial calculations and cash flow modelling, and collaborate with in-house specialists to optimise client outcomes. A minimum 5 years’ paraplanning experience and XPLAN knowledge are preferred.
📌 Senior Paraplanner — Lead Strategy (Australia)
🏢 Perpetual
📍 Australia
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