Associate, Jacaranda
RemoteEntry Level
Officially published on: 9/22/2025
Role Activities
- arranging documents
- managing diary
- assisting records
Requirements Summary
12-18 months paraplanning or related financial services experience; FA SEA Approved Degree; CPD training; experience with XPlan; client-facing background.
Other Requirements
Year of Experience Required:1
Working Language:English
Company Info
Perpetual
Perpetual Limited provides wealth management services. The Company offers funds management, corporate trust, financial planning, investment administration, superannuation, custody, and registry services. Perpetual serves clients in Australia.
Founded in:1886
Number of Employees:936
Industry
Pension FundsInvestment Management CompaniesInvestment CompaniesFinancial Services Companies
Activities
- finance
- financial services
- management
- advice
- consulting
- fintech
- legal service
- asset management
- financial service
- public company
- financials
- securitisation
- managed funds
- philanthropic services
- financial advice
- investment products
- australian equities
- retirement planning
- wealth funds management
- global equities
- investment management
- trustee services
- fixed income
- superannuation
- wealth management
- interest
- community
- trustees
- accountants
- investment
- pension funds
- administration of human resource programs
- pension, health, and welfare funds
- pension funding
- compulsory social security activities
- pension schemes, voluntary
- superannuation funds
Original Job Info
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