Senior Financial Adviser, Perpetual Wealth Management
2 weeks ago
More time off for the things that matter - Up to 6 weeks' leave
Work where we work best - Hybrid office/work-from-home environment
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 base
About 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 skills
Behaviours
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 Jawun
Diversity 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 and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual 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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