Associate Financial Adviser - Perpetual Wealth ManagementPerpetual 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 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.The role of Associate Financial Adviser at Perpetual Wealth Management is centred on delivering an exceptional, ongoing service to our clients while also providing high-quality support to Financial Advisors and Partners.About the Role:Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experienceArrange & coordinate documentation for client meetingsOversee 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 instructionsUndertake insurance needs analysis and preparation of insurance quotesManage workflow to deliver to client needsMaintain an understanding of operational processes for other teams including paraplanning and operationsMonitor client accounts & team dashboards & maintain client recordsAct as the key liaison for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigationsAssist Financial Advisers to resolve client requests including the provision of ad hoc investment advice via Records of Advice (where authorised to provide advice)Oversee implementation of advice recommendations & keep clients updated regarding progressAbout YouAssociateUndertaking FASEA approved education pathwayAssociate Financial AdviserFASEA education requirements metFASEA CPD requirements met for last 3 years (desirable)FASEA Professional Year completed (if not currently authorised)Minimum 2-3 years' experience in paraplanning or related financial services experienceExperience with Xplan desirableExperience in a client facing roleHow we workOur 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 benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting skilled developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities' future.
We encourage applications from Aboriginal and Torres Strait Islander PeopleWe\'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.Seniority levelAssociateEmployment typeFull-timeJob functionFinanceIndustries: Financial Services and Investment Advice
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📌 Associate Financial Adviser - Perpetual Wealth Management
🏢 Perpetual
📍 Wollongong