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Financial Services Associate
2 months ago
We are seeking a highly motivated and detail-oriented 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 delivering a highly personal and compelling client experience.
- Arrange and coordinate documentation for client meetings, ensuring all necessary information is gathered and presented in a clear and concise manner.
- Oversee the preparation of annual review and new business plans, including the development of draft strategies, financial modeling, and completion of fact-find data and other inputs needed to complete advice instructions.
- Manage workflow to deliver to client needs, maintaining an understanding of operational processes for other teams, including para-planning and operations.
- Contribute to effective risk and compliance management by ensuring appropriate measures, controls, and activities are taken to fulfill corporate and regulatory compliance.
About You:
- Minimum 2 years' experience in paraplanning or related financial services experience.
- Experience with Xplan is 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 is desirable.
Our Culture:
At Perpetual, we value our unique culture, which is underpinned by our three organisational behaviours: Stretch, Own it, and Make an impact. We are committed to creating an inclusive workplace where diversity is celebrated, and we 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.
Diversity and Inclusion:
- We are a WGEA Employer of Choice for gender equality since 2018.
- We have a strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy.
- We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
