At a Glance
- Tasks: Provide strategic advice and create tailored documents for clients and advisors.
- Company: Perpetual Limited, a leading wealth management firm in Sydney.
- Benefits: Hybrid work model, extensive employee benefits, and a focus on diversity and inclusion.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Join a cohesive team and make a real impact in wealth management.
- Qualifications: Diploma of Financial Planning and 1-3 years experience with XPLAN proficiency.
The predicted salary is between 62100 - 75900 $ per year.
Perpetual Limited in Sydney seeks a Paraplanner to provide strategic advice to Advisors and Clients in the Wealth Management business.
You will collaborate with a cohesive team to formulate advice and generate tailored documents while managing financial analyses.
Ideal candidates will have a Diploma of Financial Planning, 1-3 years experience, and proficiency in XPLAN.
This role offers a hybrid work model with extensive employee benefits focusing on diversity and inclusion.
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Hybrid Paraplanner: Wealth Strategy & Client Support in Sydney employer: Perpetual Limited
Perpetual Limited is an exceptional employer located in the vibrant city of Sydney, offering a dynamic work environment that champions diversity and inclusion. As a Hybrid Paraplanner, you'll benefit from a supportive team culture, extensive employee benefits, and ample opportunities for professional growth within the Wealth Management sector. Join us to make a meaningful impact while enjoying a flexible work model that promotes work-life balance.
