## Associate Financial AdviserApplylocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8669* 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 opportunitiesPerpetual 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 Perpetual Wealth Management the role is focused on providing professional and high-quality investment management advice and support to new and existing Perpetual Private medical specialist clients.**About the Role*** Support Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up.* Prepare & present requests for tender, investment performance reporting to prospective clients & provide ongoing annual investment reviews to existing clients* 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 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.### About UsPerpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.Trust is earned, every day.We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.### Our PeopleEach and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.### Our HistoryIn 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.
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