Partner, Jacaranda

This is a Partner, Jacaranda role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - senior

More about the Partner, Jacaranda role at Perpetual Limited

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment and attractive salary package

• Join a high performing team experiencing continuous growth

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.

About the Role

As Partner of Jacaranda Financial Planning, you will be responsible for leading and growing a high performing team of professional financial advisers and associates.

The role is focused on driving the strategic direction, operational excellence, and maintaining the client centric culture of the business while leveraging the full backing of the Perpetual Group.

People Leadership:

• Lead, inspire, and develop a team of financial advisers and associates, ensuring high standards of professionalism, client service, continuous learning and accountability.

• Build a supportive and collaborative team culture that encourages sharing of knowledge and resources.

Business Leadership:

• Continue to execute our strategic growth plan that drives both client acquisition and retention, with a focus on optimising retirement and superannuation outcomes.

• Oversee the performance of the Jacaranda Financial Planning business, ensuring financial and operational targets are met.'

Client-Centric Leadership:

• Foster a culture of trust, transparency, and respect in client relationships, ensuring that the advice provided is always in the best interest of clients.

• Ensure Jacaranda advisers maintain direct, open lines of communication with clients, providing clarity on complex financial matters and helping clients make informed decisions.

Growth Mindset and Innovation:

• Continuously identify new business opportunities and ways to improve service delivery, leveraging insights from both the financial planning industry and the Perpetual Group.

About You

We're looking for someone with:

• FASEA-approved degree or an equivalent qualification in financial planning (essential)

• Advanced Diploma in Financial Planning or Certified Financial Planner (CFP) accreditation (Highly regarded

• 10 plus years' experience as a financial adviser

• 5 plus years' experience in leading a team in financial services

• Experience in the provision of financial advice within the complex retirement planning

• Strong track record delivering sustainable profitable business growth in terms of new clients aligned to segment and revenue

• Experience leading and building high performing teams

• Demonstrated ability to foster strong stakeholder relationships

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.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Leading and growing a high performing team
• Driving strategic direction and operational excellence
• Fostering a culture of trust and transparency

Key Strengths

• FASEA-approved degree or equivalent qualification in financial planning
• 10 plus years' experience as a financial adviser
• Experience leading and building high performing teams
• Advanced Diploma in Financial Planning or Certified Financial Planner (CFP) accreditation
• Strong track record delivering sustainable profitable business growth
• Demonstrated ability to foster strong stakeholder relationships

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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