Associate
4 days ago
Sounds interesting? Here are some specifics about the opportunity:
- Provide ongoing client service and high-quality support to Financial Advisers and Partners
- Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work
- Oversee the preparation of annual review and new business plans including implementation of advice recommendations & keep clients updated regarding progress
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
- Act as the key liaison for the Financial Advisers within the team/pod
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations.
- Monitor client accounts & team dashboards & maintain client records
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
- To be considered for this opportunity, your qualifications, skills and experience could include:
- FASEA Approved Degree or FASEA Approved Pathway
- Experience in administration or paraplanning or related financial services experience is highly regarded
- Experience with Xplan desirable
- Excellent verbal and written communication skills
- 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 time management and organizational and relationship building skills
- PC literate (Word & Excel)
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.
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