Perpetual Group is seeking a Paraplanner on a 12 month contract to support Advisors, Partners and Clients within the Wealth Management business. The role operates in a hybrid environment across Sydney, Melbourne, Brisbane or Perth with collaboration across the Paraplanning team.
Responsibilities include preparing SOAs/ROAs, financial modelling and cash flow analysis, and delivering timely, quality advice documents. Strong XPLAN experience and FASEA CPD are essential.
Hybrid Paraplanner (12-Month Contract) — Study Support in Sydney employer: Perpetual
Perpetual Wealth Management is an exceptional employer, offering a dynamic and inclusive work environment in the heart of Sydney. With a strong commitment to employee growth, you will have access to tailored onboarding plans and continuous improvement initiatives that empower you to make a meaningful impact. Join a team that values collaboration and celebrates diversity, ensuring that every employee can thrive in their career journey.
