Senior Paraplanner, Perpetual Wealth Management
12-month fixed term contract - Sydney, Melbourne, Brisbane or Perth location
Flexible Work Environment: Work where we work best – whether in the office or from home
Work alongside a high experienced team of Paraplanners and support staff
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
As a Senior Paraplanner the role is focused on providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients & provide coaching & support to junior team members.
About the Role
Collaborate with Advisers, Partners, Associate Advisers & other in-house specialists to formulate advice strategies that provide optimal client outcomes
Generate tailored advice & fiduciary documents (SOAs and R...