Associate Financial Adviser

Flexible and inclusive work environment.
- Join a firm that will empower you to be successful.
- Qualify for a range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community.

Working alongside some of the best in the industry, you’ll be both challenged and supported in this exciting role.

Workplace flexibility is alive and well at Perpetual, and we encourage our people to work where and how they work best.

We are seeking an Associate Financial Adviser, to join the Perpetual Private team in our Perth office.

Sounds interesting? Here are some specifics about the opportunity:

- Provide ongoing client service and high-quality support to Financial Advisers and Partners
- Arrange & coordinate documentation for client meetings
- Oversee 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 insurance needs analysis and preparation of insurance quotes
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
- Act as the key liason for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations
- Assist Financial Advisers to resolve client requests including the provision of ad hoc investment advice via Records of Advice
- Oversee implementation of advice recommendations & keep clients updated regarding progress.
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance

To be considered for this opportunity, your qualifications, skills and experience could include:

- FASEA Approved Degree or FASEA Approved Pathway
- Completed professional year or working towards (where applicable)
- Minimum 2-3 years’ experience in paraplanning or related financial services experience
- Experience with Xplan desirable
- Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable
- Excellent verbal and written communication skills
- Excellent time management and organizational and relationship building skills

Our opportunity

We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.