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Financial Services Associate

2 months ago

Brisbane, Queensland, Australia Perpetual Limited Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, 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 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 modeling, and completion of fact find data
  • 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
Requirements
  • 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 modeling
  • Working knowledge of estate planning, philanthropy, aged care, and debt management strategies desirable
About Us

Perpetual Limited is an ASX-listed, diversified financial services company that has been serving clients since 1886. We aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Our people bring to life our enterprise behaviors – Stretch, Own It, and Make an Impact – and we value integrity, skill, and teamwork.