Senior Financial Adviser, Wealth Management
2 weeks ago
The wealth management business consists of Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia. Each of the businesses offer a diverse range of capabilities: Perpetual Private provides strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy; Fordham acts exclusively for private business owners and their families to manage their businesses and build and protect their wealth; and Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. Priority Life is a specialist insurance business focused on meeting the needs of medical specialists and other professionals across Australia.
Jacaranda Financial Planning provides high quality investment and strategic advice to the mass affluent pre-retirement segment of the wealth management market.
About the role
Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients Provide expertise & support to a specific market segment Develop new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partners Participate in & conduct seminars organised by Perpetual Private & follow up leads as required Maintain deep advice relationships with existing clients and seek referrals from these clients Cross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client baseAbout you
Working towards a FASEA approved pathway/ FASEA relevant degree / Adv Diploma Financial Planning / Financial Services or equivalent Minimum 5 years financial planning experience Business development skills/strong networks in aligned specialist segment Provision of financial advice to specific client segment Strong relationship building skills Excellent written and verbal communication skillsBehaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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 Access to LinkedIn learning, study support and commitment to supporting professional development Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with JawunDiversity and inclusion
WGEA Employer of Choice for gender equality since 2018 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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.We are committed to creating an inclusive workplace where diversity is celebrated andwelcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
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