Associate, Perpetual Wealth Management
2 weeks ago
More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment and attractive salary package- Career growth opportunities
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
The role as an Assoicate is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners.
About the role:
- Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience- 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 instructions- Undertake 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.- Monitor client accounts & team dashboards & maintain client records- Act as the key liason for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations.
About you:
We’re looking for someone with:
Associate- Undertaking FASEA approved education pathway
Associate Financial Adviser- FASEA education requirements met- FASEA CPD requirements met for last 3 years (desirable)- FASEA Professional Year completed (if not currently authorised)
Additional requirements:
- Minimum 2-3 years’ experience in paraplanning or related financial services experience- Experience with Xplan desirable and in a client facing role
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.
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.
Diversity and inclusion- WGEA Employer of Choice for gender equality since 2018.- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.- A growing number of employee-led networks who work to raise awareness and drive continued change. We’re 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.
-
Paraplanner, Perpetual Wealth Management
2 weeks ago
Melbourne, Victoria, Australia Perpetual Limited Full time $90,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best - whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...
-
Paraplanner, Wealth Management
2 weeks ago
Melbourne, Victoria, Australia Perpetual Full time $80,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...
-
Melbourne, Australia Perpetual Limited Full timeSenior Financial Adviser, Perpetual Wealth Management About the role Join our dynamic team at Priority Life! As a Senior Financial Adviser, you will: - Develop new business opportunities by maintaining strong relationships with referrers and conducting meetings with prospects. - Attend Medical Conferences as required to source new leads. - Travel locally...
-
Associate Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Perpetual Limited Full timeAssociate Financial Adviser - Perpetual Wealth ManagementPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.The wealth management business consists of three distinct brands in addition to...
-
Engineering Manager – Perpetual Digital
2 weeks ago
City of Melbourne, Australia Perpetual Limited Full timeEngineering Manager – Perpetual Digital page is loaded## Engineering Manager – Perpetual Digitallocations: Melbournetime type: Full timeposted on: Posted Todayjob requisition id: R8237* **More Time Off for What Matters: Enjoy up to 6 weeks of leave*** **Flexible Work Environment: 2 days of remote work and 3 days of in-office collaboration...
-
Associate Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Perpetual Services Pty Limited Full time $90,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...
-
▷ (Apply Now) Paraplanner
3 weeks ago
Melbourne, Australia Perpetual Limited Full time* More Time Off for What Matters: Enjoy up to 6 weeks of leave.* Flexible Work Environment: Work where you work best – whether in the office or from home.* Work in our collaborative, cohesive Paraplanning team.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three...
-
Associate
2 weeks ago
Melbourne, Australia Perpetual Limited Full timeJoin our Jacaranda team as an Associate - Adviser Support, build your career supporting our collaborative and client centric Advisers. 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...
-
Partner-2
1 week ago
Melbourne, Australia Perpetual Limited Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where you work best - whether in the office or from home. Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...
-
Associate
4 days ago
Melbourne, Australia Perpetual Limited Full timeSounds 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...
