Associate
2 weeks ago
Join 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 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
- Minimum 2-3 years’ experience in administration/paraplanning or related financial services experience
- 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.
-
Associate/Senior Associate
4 weeks ago
Melbourne, Victoria, Australia B&M Global Services Manila Full timeAssociate/Senior Associate - Construction (Front-end)Join to apply for the Associate/Senior Associate - Construction (Front-end) role at B&M Global Services ManilaAssociate/Senior Associate - Construction (Front-end)3 weeks ago Be among the first 25 applicantsJoin to apply for the Associate/Senior Associate - Construction (Front-end) role at B&M Global...
-
Associate/Senior Associate
4 weeks ago
Melbourne, Victoria, Australia Corrs Chambers Westgarth Full timeOverviewAssociate/Senior Associate - Employment, Labour & Safety at Corrs Chambers Westgarth, Australia's leading independent law firm. Our Employment, Labour & Safety team provides practical, strategic and forward-looking advice on workplace issues at every stage of the employment relationship. We advise major Australian and multinational employers, labour...
-
Associate/Senior Associate
4 weeks ago
Melbourne, Victoria, Australia Corrs Chambers Westgarth Full timeOverview Associate/Senior Associate - Employment, Labour & Safety at Corrs Chambers Westgarth, Australia's leading independent law firm. Our Employment, Labour & Safety team provides practical, strategic and forward-looking advice on workplace issues at every stage of the employment relationship. We advise major Australian and multinational employers,...
-
Melbourne, Victoria, Australia Charterhouse Partnership | Australia Full time $150,000 - $200,000 per yearCurrent Opportunities – Private Practice Lawyers | Mid & Upper Tier FirmsWe are currently working with leading national and international firms across Australia who are seeking high-calibreAssociates and Senior Associatesto join their growing teams. If you're looking to step up in your career and work on high-value matters with recognised leaders, explore...
-
Associate/Senior Associate
4 weeks ago
Melbourne, Victoria, Australia Slater and Gordon Lawyers Full timeAssociate/Senior Associate | Land Rights - Climate & EnvironmentJoin to apply for the Associate/Senior Associate | Land Rights - Climate & Environment role at Slater and Gordon LawyersContinue with Google Continue with GoogleAssociate/Senior Associate | Land Rights - Climate & Environment2 days ago Be among the first 25 applicantsJoin to apply for the...
-
Associate
2 weeks ago
Melbourne, Victoria, Australia Asia-Australia Youth Association Full time $40,000 - $60,000 per yearTheMonash University ChapterofAsia Australia Youth Associationis expanding its team and is now offeringAssociate positionsacross our 6 key pillars:1. Culture2. Education3. Career4. Media5. Partnerships6. EventsThis is youropportunityto become part of the AAYA family, contribute to meaningful initiatives, and grow your...
-
Associate/Senior Associate
2 weeks ago
Melbourne, Victoria, Australia Turks Full time $80,000 - $120,000 per yearTurks are looking for a 2 PQE + Associate or Senior Associate to join our high performing and successful Life Insurance, Superannuation and Financial Advice team. ResponsibilitiesYou will take responsibility and ownership over a range of tasks, including but not limited to:• working on a diverse range of complex litigation and advice matters across life...
-
Melbourne, Victoria, Australia Charterhouse Partnership | Australia Full timeCharterhouse Partnership | Australia provided pay rangeThis range is provided by Charterhouse Partnership | Australia. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$120,000.00/yr - A$240,000.00/yrDirect message the job poster from Charterhouse Partnership | AustraliaOpportunitiesWe are...
-
Associate / Senior Associate, Tax
3 weeks ago
Melbourne, Australia Allens Corporate Services Full timeAssociate / Senior Associate, Tax page is loaded Associate / Senior Associate, Tax Apply remote type Hybrid locations Melbourne time type Full time posted on Posted Yesterday job requisition id JR00000878 Associate / Senior Associate, Tax - Disputes Your role Are you ready to take the next step up in your tax law career? You will be based in Melbourne...
-
Associate
2 days ago
Melbourne, Australia Findex Full timeThe Associate role supports Findex Specialist Risk Advisers by delivering client service, tailored insurance solutions, and high-quality administrative and compliance support to ensure a seamless client experience and team success. The Associate role serves as a key point of contact for the Findex Specialist Risk Advisers. The role focuses on providing...
