Financial Planning Expert

2 weeks ago

Sydney, New South Wales, Australia Perpetual Full time

About the Role

At Perpetual, we seek a highly skilled Financial Planning Expert to join our Jacaranda Financial Planning Business. As a Senior Adviser, you will be part of a trusted team that empowers clients to achieve their financial goals with confidence.

Key responsibilities include:

  • Developing tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.
  • Providing specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.
  • Collaborating with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.
  • Conducting detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.
  • Building long-term client relationships, offering ongoing support and straightforward financial guidance.
  • Staying abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.

What We Offer

We provide a dynamic work environment, flexible work arrangements, and opportunities for professional growth and development. Our employees enjoy access to LinkedIn learning, study support, and a commitment to supporting their wellbeing.

How We Work

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, and Make an impact. These behaviours drive our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

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