12-month max term contract position based in Melbourne CBD
Flexible Work Environment: Work where we work best – whether in the office or from home.
Growth opportunities available
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.
An exciting opportunity to be part of the wider Perpetual Wealth Management team to join as an Associate working alongside Financial Advisers for a 12-month max term contract.
Sounds interesting? Here are some specifics about the opportunity:
Provide ongoing client service and high-quality support to Financial Advisers and Partners
Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work
Oversee the preparation of annual review and new business plans including implementation of advice recommendations & keep clients updated regarding progress
Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
Act as the key liaison for the Financial Advisers within the team/pod
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
Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
To be considered for this opportunity, your qualifications, skills and experience could include:
FASEA Approved Degree or FASEA Approved Pathway
Experience in administration or paraplanning or related financial services experience is highly regarded
Experience with Xplan desirable
Excellent verbal and written communication skills
Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable
Excellent time management and organizational and 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.
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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
