Associate Financial Adviser

Associate Financial Adviser - Perpetual Wealth Management

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. 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 Advisor 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 experience
• Arrange & coordinate documentation for client meetings
• Oversee 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 instructions
• Undertake insurance needs analysis and preparation of insurance quotes
• 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
• Act as the key liaison for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations
• Assist 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 progress

About You

• Associate
• Undertaking FASEA approved education pathway
  • Associate Financial Adviser
  • FASEA education requirements met
  • FASEA 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 experience
    • Experience with Xplan desirable
    • Experience in a client facing role
    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.

Melbourne, Victoria, Australia

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