About this role
Associate, Jacaranda at Perpetual. Location: Sydney, Australia. Role: arranging documents, managing diary, assisting records Requirements: 12-18 months paraplanning or related financial services experience; FA SEA Approved Degree; CPD training; experience with XPlan; client-facing background. Category: Finance and Accounting Seniority: Entry Level Tools: XPlan Certifications: fasea approved, fasea pathway Commitment: Full Time Workplace: Remote Languages: English