Remote Adviser Onboarding & Integration Specialist
Perpetual Limited • Sydney, AU
30+ days ago
Job type
- Remote
Job description
Perpetual Wealth Management is seeking an experienced Integration Analyst on a 12-month contract to support onboarding and integration of newly appointed advisers into Perpetual Private. You will coordinate onboarding milestones and ensure a seamless adviser start.
Ideal candidates have 2+ years in wealth management, experience in adviser onboarding or project coordination, and familiarity with the regulatory framework for retail financial advice; Salesforce or Xplan knowledge is a plus.
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