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Associate - Adviser Support

2 weeks 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.