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Perpetual

Integration Analyst – Perpetual Wealth

Reposted 3 Months AgoSaved
In-Office
Sydney, New South Wales, AUS
Junior
Junior
Fintech • Payments • Financial Services
Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.
Top Skills: Artificial Intelligence ToolsSalesforceXplan
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Perpetual

Senior Paraplanner, Perpetual Wealth Management

Reposted 3 Months AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Payments • Financial Services
Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.
Top Skills: Xplan
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