Associate - Financial Services

1 month ago


Melbourne, Victoria, Australia Perpetual Full time
About the Role

We are seeking an experienced Associate to join our Perpetual Wealth Management team. As an Associate, you will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners.

Your primary responsibilities will include:

  • Attending and actively participating in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
  • Arranging and coordinating documentation for client meetings
  • Overseeing 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
  • Undertaking insurance needs analysis and preparation of insurance quotes
  • Managing workflow to deliver to client needs and maintaining an understanding of operational processes for other teams, including paraplanning and operations

About You

We are looking for someone with:

  • Minimum 2-3 years' experience in paraplanning or related financial services experience
  • Experience with Xplan desirable and 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, which drive our approach to day-to-day interactions with colleagues and clients, decision-making and problem-solving.

Employee Benefits

We offer a range of benefits, including:

  • 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
  • We have partnered with Jawun for over 10 years, supporting regional Indigenous organisations

Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated. We encourage applications from Aboriginal and Torres Strait Islander People and support over 50 First Nations Communities.



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