Financial Services Career Opportunities for Graduates
1 month ago
Are you a driven and ambitious graduate with a passion for private wealth management?
About the RoleWe are seeking a highly motivated individual to join our team as a Paraplanner. This role offers the opportunity to gain valuable experience and develop your skills in a dynamic and supportive environment.
Key Responsibilities:- To work closely with our advisers to provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.
- To assist in the preparation of complex financial plans and proposals for clients.
- To maintain accurate and up-to-date records and reports.
- Australian or New Zealand Citizen or an Australian Permanent Resident.
- Undergraduate or postgraduate degree completed within the last three years.
- Willing to relocate to Sydney, Australia.
- Credit or above WAM/GPA.
Perpetual Wealth Management is a leading diversified financial services company. We are proud of our heritage and excited about where we are taking our firm, evolving as our markets, clients, people and communities evolve.
Salary:$60,000 - $80,000 per annum, plus benefits.
Benefits:- 4 weeks annual leave plus 2 weeks wellbeing and community leave.
- Flexible working arrangements.
- Ongoing training and development opportunities.
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