Financial Services Professional

7 days ago


Sydney, New South Wales, Australia Perpetual Full time
About the Company

Perpetual 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 our robust 7-pillar strategy, supporting over 50 First Nations Communities and encouraging applications from Aboriginal and Torres Strait Islander People.

About the Role

The Associate, Adviser Support role is an exciting opportunity to join our dynamic team at Jacaranda. As a key support professional, you will be responsible for attending client meetings, arranging documentation, and managing workflow to deliver exceptional client experiences.

You will work closely with Financial Advisers to provide high-quality service, monitor client accounts and maintain accurate records. This role requires excellent communication and organisational skills, as well as the ability to build strong relationships with colleagues and clients.

Requirements and Qualifications
  • Tertiary qualification in a relevant field
  • Minimum 2-3 years' experience in paraplanning or related financial services experience
  • Experience with Xplan desirable
  • Excellent verbal and written communication skills
  • Excellent time management and organisational skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
Benefits and Culture

As a valued member of our team, you will enjoy a range of benefits, including:

  • Work-from-anywhere arrangement for up to one month each year
  • An annual allowance to support your wellbeing
  • Access to LinkedIn learning and study support
  • A commitment to professional development and growth opportunities

Our unique culture is underpinned by our organisational behaviours: Stretch, Own it, Make an impact. We strive to create an inclusive workplace where diversity is celebrated, and every individual can thrive.

About You

We are looking for someone who shares our values and is passionate about delivering exceptional client experiences. If you have a strong desire to grow your career in a supportive and collaborative environment, we encourage you to apply.



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