Perpetual Limited in Australia is seeking a Paraplanner on a 12-month contract to support Advisors, Partners and Clients within the Wealth Management business. You will contribute to the preparation of tailored advice and financial calculations to help deliver robust client outcomes.
Working in a collaborative Paraplanning team, you will generate SOAs and ROAs, perform cash flow modelling and investment analyses, and collaborate with in-house specialists to strengthen monitoring and efficiency
Paraplanner - Hybrid | 12-Month Contract | Remote Australia in Sydney employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.