Financial Services Professional

2 weeks ago

Sydney, New South Wales, Australia Perpetual Full time

Perpetual is an ASX-listed company headquartered in Sydney, Australia, with a strong presence across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust. Our diverse range of capabilities includes strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning, and philanthropy.

We are seeking an experienced Financial Services Professional to join our dynamic team as an Associate in Perpetual Private. This exciting opportunity allows you to be part of a leading financial services provider, offering a unique mix of wealth management, advice, and trustee services to individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the Role

  • You will work closely with Financial Advisers to deliver a highly personal and compelling client experience, attending and actively participating in client meetings.
  • You will arrange and coordinate documentation for client meetings, oversee the preparation of annual review and new business plans, and undertake insurance needs analysis and preparation of insurance quotes.
  • You will also manage workflow to deliver to client needs, maintain an understanding of operational processes for other teams, and monitor client accounts and team dashboards.

About You

  • You should have minimum 2-3 years' experience in paraplanning or related financial services experience, with a working knowledge of investments and advice strategies, including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams, and cash flow modelling.
  • Xplan experience is desirable, as well as experience in a client-facing role.

How We Work

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

Employee Benefits

  • You will enjoy up to 6 weeks of leave and flexible work arrangements, allowing you to work from anywhere in Australia for up to one month each year.
  • An annual allowance will be provided to support your personal wellbeing, and access to LinkedIn learning, study support, and professional development opportunities.

Diversity and Inclusion

  • We are committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
  • We support over 50 First Nations Communities and encourage applications from Aboriginal and Torres Strait Islander People.

Salary and Remuneration

The estimated salary for this role is $80,000 - $110,000 per annum, depending on experience and qualifications.

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