Financial Adviser, Perpetual Wealth Management

This is a Financial Adviser, Perpetual Wealth Management role with Perpetual Limited based in Melbourne, VIC, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Financial Adviser, Perpetual Wealth Management role at Perpetual Limited

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

• Flexible Work Environment: Work where we work best – whether in the office or from home.

• Take your career in financial advice to the next step and join a supportive team

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.

As a Financial Adviser within Perpetual Wealth Management, the role is focused on providing professional and high-quality financial planning services to new and existing Perpetual Private clients.

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

• Support development of 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

• Collaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sources

• Collaborate with the paraplanning team, Associate Financial Advisers and other internal teams to manage the preparation of strategic financial plans and other ongoing workflow

About You:

• FASEA relevant degree

• Adv Diploma Financial Planning / Financial Services or equivalent CFP

• Completion of mandated CPD training & development each year

• 5-7 years' experience in financial services

• Investment or financial knowledge ideally at a tertiary level with practical experience

• Understanding of investment principles

• Strong relationship management skills

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

• Preparing and presenting strategic financial plans
• Providing expertise and support
• Supporting new business development

Key Strengths

• FASEA relevant degree
• Strong relationship management skills
• Investment or financial knowledge
• Adv Diploma Financial Planning / Financial Services or equivalent CFP
• Completion of mandated CPD training
• Understanding of investment principles

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.

---