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Financial Services Associate

2 months ago

Brisbane, Queensland, Australia Perpetual Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.

Key Responsibilities:

  • Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience.
  • Arrange and 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 2-3 years' experience in paraplanning or related financial services experience.
  • Experience with Xplan desirable.
  • Experience in a client-facing role.
  • Working knowledge of investments and advice strategies, including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams, and cash flow modelling.
  • Working knowledge of estate planning, philanthropy, aged care, and debt management strategies desirable.

Our Culture

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities.

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 Jawun.