Associate, Perpetual Wealth Management

2 months ago

Sydney, Australia Perpetual Limited Full time

More time off for the things that matter - Up to 6 weeks’ leave
- Work where we work best - Hybrid office/work-from-home environment
- Be an active contributor for your team and engage with clients while you gain experience

About the business/role

As an Assoicate the role is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners within 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.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business, and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

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.

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
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including para-planning and operations
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance

About you
- Minimum 2 years’ experience in paraplanning or related financial services experience
- Experience with Xplan desirable
- Experience in a client facing role
- Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable

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 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

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