About this role
Associate at Perpetual. Location: Perth, Western Australia, Australia. Role: Attend client meetings, Coordinate documentation, Prepare annual review and new business plans Requirements: 2-3 years paraplanning or related financial services experience; FASEA education pathway; client-facing experience; knowledge of investments and advice strategies; experience with Xplan desirable; strong communication and time management skills. Category: Finance and Accounting Seniority: Mid Level Tools: Xplan, Microsoft Excel, Microsoft Word Commitment: Full Time Workplace: Hybrid Languages: English