Associate - Adviser Support

1 day ago

Sydney, Australia Perpetual Limited Full time

Join our growing Jacaranda team on a 12 month Fixed Term contract
- Collaborate with our top performing Advice team
- Hybrid work environment with WFH and true flexibility

Join our Jacaranda team as an Associate - Adviser Support, build your career supporting our collaborative and client centric Adviser.

Sounds interesting? Here are some specifics about the opportunity:

- Provide support to our adviser
- Build support rapport between client and adviser
- Maintain compliance standards
- Preparation of SOAs and RoAs for new and existing clients
- Monitor your client base reviews
- Liaising and providing direction to administration staff

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

- Highly organised and detail oriented
- Experience in Financial Planning support is desired
- Ability to work independently and autonomously
- Strong understanding of Superannuation / Retirement strategy
- Strong understanding of compliance standards

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 Financial Adviser

    6 days ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $110,000 - $130,000 per year

    Join a leading national private wealth firm as a Associate Financial Adviser with a reputation for long-term client relationships, high-calibre advice, and an inclusive team culture. With an average client portfolio of $5M+ FUM, this is an exceptional opportunity to take the next step in your advice career while working with sophisticated, high-net-worth...

  • Associate Adviser

    6 days ago

    Sydney, Australia Mercer Full time

    **Associate Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people. We offer...

  • Associate Adviser

    1 week ago

    Sydney, Australia HAYS Full time

    **Your new company** This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers. **Your new role** As the...

  • Associate Adviser

    3 days ago

    Sydney, New South Wales, Australia Perks Full time $60,000 - $80,000 per year

    Sophisticated high net-wealth client baseCareer progression pathway to AdviserFull-time, perm position in our modern CBD officeAbout PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and...

  • associate adviser

    3 weeks ago

    sydney, Australia Randstad Full time

    About the companyThis highly regarded and well-established financial advice firm in North West Sydney is renowned for its client-centric approach and loyal client base Their team excels at delivering tailored holistic financial advice to their clients. Due to recent growth, they are seeking an experienced Associate Adviser to play a key role in their...

  • Investment Adviser, Associate, $80-120k

    2 days ago

    Sydney, Australia Blue Tree Group Full time

    - Boutique Investment Firm - HNW Private Clients - Portfolio Management - Circa $1B FUA - Support 2-3 Senior Advisers - Pathway to full Advice role - Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role? Manly based independent AFSL...

  • Associate Adviser

    6 days ago

    Sydney, Australia Chandler Macleod Full time

    **ASSOCIATE ADVISER** A unique Senior Associate / Adviser opportunity has arisen for someone who enjoys working in Accumulator client base. My clients have a strong presence in the fintech space and you will start out working with the Senior Adviser to learn about how they do things for the first 3-6 months before looking after an existing book of clients....

  • Associate Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $100,000 - $130,000 per year

    Based in the beating heart of the CBD this flagship boutique advisory firm is growing and now requires an Associate Financial Adviser / Financial Planner to join their team. Working in a business of 30 people you will be joining an elite organisation that really challenges the scope of advice and provides truly holistic advice to clients ranging from $5-50m...

  • Associate Financial Adviser

    3 days ago

    Greater Sydney Area, Australia Zone Financial Full time $60,000 - $120,000 per year

    Associate Adviser – Zone FinancialSt Leonards, Sydney | Full-time | Competitive Salary + Career PathwayAbout UsAt Zone Financial, we're shaping the future of personal wealth management. As a well established,  boutique, self-licensed advisory firm, we provide strategic, fee-only advice to high-net-worth families, senior executives, and business...

  • Associate Financial Adviser

    6 days ago

    Sydney, New South Wales, Australia Perpetual Limited Full time $60,000 - $120,000 per year

    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...