More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – hybrid working environment whether in the Sydney CBD office or from home.
Join a highly skilled and supportive team
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The Perpetual Wealth Management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
As an Associate Financial Adviser, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual Private HNW clients.
About the Role
Join our dynamic team at Perpetual and as an Associate you will:
Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
Arrange & coordinate documentation for client meetings
Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions
Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
Monitor client accounts & team dashboards & maintain client records
Act as the key liason for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations
Oversee implementation of advice recommendations and keep clients updated regarding progress.
Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance
About You
We’re looking for someone with:
Completed or undertaking FASEA approved education pathway
Minimum 2-3 years’ experience in paraplanning or related financial services experience
Experience with Xplan desirable
Experience in a client facing role
Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, structures, taxation, income streams & cash flow modelling
Excellent verbal and written communication skills
Excellent time management and organisational skills
Excellent relationship building skills
PC literate (Word & Excel)
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
