More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – hybrid working environment
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.
Top Skills
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
