More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – whether in the office or from home.
Career growth and development opportunities
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.
As an Associate Financial Adviser in Jacaranda, Perpetual Wealth the role is focused on providing professional and high-quality advice and support to new and existing Jacaranda clients.
About the Role
Support Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up.
Attend and actively participate in client meetings to support the Partners and Senior Financial Adviser 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, and other inputs needed to complete advice instructions, letters of engagement & portfolio transitions
About You
Education requirements met
CPD requirements met for last 3 years
Minimum 2-3 years’ experience in paraplanning or related financial services experience
Experience with Xplan desirable
Experience in a client facing role
Professional Year completed (if not currently authorised)
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
Skills Required
- Education requirements met
- CPD requirements met for last 3 years
- Minimum 2-3 years' experience in paraplanning or related financial services
- Experience in a client facing role
- Professional Year completed (if not currently authorised)
- Experience with Xplan
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
