Remote Adviser Onboarding & Integration Specialist

Perpetual LimitedSydney, New South Wales🇦🇺AustraliaPosted 27 Jul 2026

Why This Role Stands Out

This remote role offers a fantastic opportunity to shape the integration experience for new advisors at a reputable company, fostering your project coordination and communication skills. You'll thrive here if you have a background in wealth management and a knack for ensuring smooth transitions, making this a rewarding step in your career. Apply now to contribute to a vital process and gain valuable experience within a supportive environment.

Quick Overview

Seniority

Mid Senior

Employment type

Full Time

Work mode

Remote

Location

Sydney, New South Wales, Australia

SalesforceOnboarding

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.