Associate, Adviser Support Professional
3 weeks ago
As an Associate, Adviser Support, you will play a pivotal role in delivering exceptional client experiences.
Your responsibilities will include:
- Attending and actively participating in client meetings to provide comprehensive support to Financial Advisers.
- Coordinating and arranging documentation for client meetings.
- Managing workflow to meet client needs and ensuring operational processes are understood.
- Monitoring client accounts and team dashboards, and maintaining accurate client records.
- Serving as the key liaison between Financial Advisers and administrative teams for escalations and investigations.
- Providing ad-hoc investment advice via Records of Advice, where authorized.
We're seeking an individual with:
- Tertiary qualifications.
- Minimum 2-3 years' experience in paraplanning or related financial services experience.
- Experience with Xplan, a plus.
- Proven client-facing skills.
- Excellent verbal and written communication skills.
- Strong time management and organizational skills.
- Exceptional relationship-building abilities.
Our unique culture is built around three key behaviors: Stretch, Own it, Make an impact.
We prioritize employee well-being, offering flexible work arrangements, an annual allowance for personal development, and access to LinkedIn learning and study support.
Join Our TeamWe're an Employer of Choice for gender equality and committed to Diversity and Inclusion.
Perpetual strongly encourages vaccination for COVID-19 and has a robust 7-pillar strategy for Diversity and Inclusion.
Perks and Benefits- Work from anywhere in Australia for up to one month each year.
- An annual allowance for personal well-being.
- Access to LinkedIn learning and study support.
- Partnership with Jawun for over 10 years, supporting regional Indigenous organizations.
-
Client Services Manager
4 weeks ago
Sydney, New South Wales, Australia Advance Recruitment Partners Full timeFinancial Planning Manager PositionWe are seeking a highly skilled Financial Planning Manager to support Senior Advisers in our prestigious financial advisory firm. The ideal candidate will have extensive experience in client services management and financial advice implementation.Key Responsibilities:Provide high-level client services management and advice...
-
Professional Support Associate
2 weeks ago
Sydney, New South Wales, Australia Herbert Smith Freehills Full timeAbout Herbert Smith FreehillsAs a leading global law firm, we deliver high-profile work that matters to our clients. With over 150 years' experience and a presence in key markets worldwide, we advise the largest and most ambitious organisations across all major regions.We believe that our people are our greatest asset, and we strive to create an inclusive...
-
Construction Lawyer/Associate/Senior Associate
3 weeks ago
Sydney, New South Wales, Australia Montgomery Advisory Full timeJob Opportunity: We are seeking a skilled Construction Lawyer/Associate/Senior Associate to join our busy and well-regarded team in Sydney.About the Role: As a Construction Lawyer/Associate/Senior Associate, you will work with our experienced partners on a range of matters, including advising clients on the drafting of design and construct agreements,...
-
Senior Wealth Adviser
4 weeks ago
Sydney, New South Wales, Australia BDO Full timeWe are seeking a highly skilled and experienced Financial Adviser to join our Private Wealth Team at BDO.This is a fantastic opportunity for a Senior Wealth Adviser to work closely with our clients, providing holistic strategic and investment advice, and developing personalized wealth management strategies.As a Private Wealth Manager, you will be responsible...
-
Litigation Associate
1 month ago
Sydney, New South Wales, Australia Allens Full timeAbout the RoleWe are seeking a highly skilled and experienced Litigation Associate to join our Disputes and Investigations team. As a key member of our team, you will be responsible for advising clients on complex commercial litigation matters, including contractual disputes, regulatory inquiries, and corporate crime.Key ResponsibilitiesAdvise clients on...
-
Senior Associate
1 month ago
Sydney, New South Wales, Australia Clyde & Co Full timeAbout the RoleWe are seeking an experienced Senior Associate to join our Corporate practice in Australia, reporting directly to the Australian Managing Partner Rebecca Kelly. The ideal candidate will have a strong employment background, gained within a large-scale international or regional top-tier firm.Key ResponsibilitiesAdvising clients on compliance with...
-
Associate - Wealth Management Professional
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleAs an Associate, you will play a key role in supporting our Financial Advisers in delivering exceptional client experiences. Your responsibilities will include attending client meetings, arranging documentation, and overseeing the preparation of annual review and new business plans.About YouWe are looking for a candidate with minimum 2-3 years'...
-
Senior Associate Lead
1 week ago
Sydney, New South Wales, Australia Clyde & Co Full timeAbout the OpportunityClyde & Co is seeking a highly skilled Senior Associate to join its Corporate practice in Australia.Job Summary:This is an exciting opportunity for a talented lawyer with a strong employment background to work on contentious and non-contentious matters.Responsibilities:Advise clients on compliance with local laws and regulations,...
-
Financial Services Professional
5 days ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the CompanyPerpetual Group is a leading financial services company headquartered in Sydney, Australia. With 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust, we offer a unique mix of wealth management, advice and trustee services.We have a strong commitment to diversity and inclusion through...
-
Professional Litigation Support Associate
3 weeks ago
Sydney, New South Wales, Australia Clyde & Co Full timeAbout the RoleClyde & Co is seeking a Senior Associate to join its leading Professional & Financial Disputes practice in Sydney. The ideal candidate will have 5-8 years' experience in general insurance litigation, with a focus on professional indemnity and construction claims.The role will involve working closely with Partner Matthew Smith and Special...
-
Senior Associate
1 month ago
Sydney, New South Wales, Australia Lanson Partners Full timeLanson Partners is seeking a Senior Associate with expertise in public M&A or ECM to join a high-performing legal and advisory team.**Key Responsibilities:*** Advise on and oversee high-profile transactions* Collaborate with top-tier companies, their advisers, and internal stakeholders* Provide strategic counsel on governance, capital management, and complex...
-
Wealth Management Professional
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydney Advisory RoleA leading global wealth management advisory firm is seeking an experienced team leader to manage a group of associate advisers and provide front office and risk support in their Sydney office.Key responsibilities include:Mentoring and training associate advisers in the Sydney officeEnhancing procedures and processes for the teamSupporting...
-
Professional Float Lawyer Support Associate
1 week ago
Sydney, New South Wales, Australia people2people Full timeAbout the Role:This leading law firm in Australia is searching for a professional float lawyer support associate to join their Sydney team. Key responsibilities will include:- Liaising with clients- Managing emails and diaries- Billing- Organizing travel arrangements- Assisting with business development activities
-
Principal Litigation Adviser
3 weeks ago
Sydney, New South Wales, Australia Hwl Ebsworth Full timeAbout the RoleHWL Ebsworth Lawyers is seeking a highly skilled and experienced Principal Litigation Adviser to join our Norwest office.As a key member of our Commercial Litigation Practice Group, you will work closely with partners Sean O'Donnell and George Angelinas on a wide range of challenging commercial disputes, including corporations and...
-
Strategic Environmental Adviser
3 weeks ago
Sydney, New South Wales, Australia EBR Full timeWe are seeking an experienced Environmental Adviser to lead our team in NSW, undertaking environmental impact assessments and managing approvals for major infrastructure projects in the road, rail, energy, or water markets. As a senior Environmental Advisory role, you will have substantial experience and be ready to take on this challenging position.Your key...
-
Senior Associate
4 weeks ago
Sydney, New South Wales, Australia MinterEllison Full timeAbout the RoleAs a highly skilled Associate in our Real Estate Finance team, you will be working on a diverse range of real estate finance matters, including secured and unsecured facilities, syndicated loans, and development finance. Your expertise will be utilized to advise clients on complex real estate transactions, ensuring seamless execution and...
-
Insurance Solicitor/Associate
3 weeks ago
Sydney, New South Wales, Australia Barry Nilsson Full timeInsurance and Health Team.Barry Nilsson is seeking a Solicitor or Associate to join our award-winning Insurance & Health team in Adelaide.The Role:We are looking for an experienced Solicitor or Associate to act in claims against medical and allied health professionals.About the Team:Our team of 33 industry-leading principals across six states handles claims...
-
Wealth Management Associate
2 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Management Associate to join our dynamic team at Perpetual. In this role, you will play a critical part in delivering exceptional client experiences and supporting our Financial Advisers.Key Responsibilities:Attend and actively participate in client meetings to provide support to...
-
Employment and Industrial Law Associate
3 weeks ago
Sydney, New South Wales, Australia Thomson Geer Full timeAbout UsAt Thomson Geer, we take pride in providing exceptional service to our clients. Our team of experienced lawyers is dedicated to delivering high-quality results and providing a dynamic, friendly, and professional work environment.Job DescriptionWe are seeking an ambitious Associate with 3 year + PAE in Employment and Industrial law to join our Sydney...
-
Associate, Property Lawyer
4 weeks ago
Sydney, New South Wales, Australia Holding Redlich Full timeAbout the RoleThis is an exciting opportunity to join our Property & Projects team as a Property Lawyer. As a valued member of the team, you will work closely with dynamic partners on transactions and directly with clients.Key ResponsibilitiesActing on a range of property transactions, including commercial, retail, industrial, and agricultural property...