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Associate Financial Adviser
2 weeks ago
Based in Sydney CBD - Hybrid working arrangement.
- Opportunity to grow your career within a collaborative and supportive team.
- A range of exciting benefits, incl. two weeks of additional paid leave
Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Sydney team.
Sounds interesting? Here are some specifics about the opportunity:
- 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
- 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. Assist Financial Advisers to resolve client requests including the provision of ad hoc investment advice via Records of Advice (where authorised to provide advice)
- Oversee implementation of advice recommendations & keep clients updated regarding progress
- Coordinate regular team meetings & represent the team in risk and compliance and operational forums
- Identify cross-selling opportunities and referrals to Financial Advisers and Partners
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance
To be considered for this opportunity, your qualifications, skills and experience could include:
- Tertiary Qualification
- FASEA Professional Year completed desirable
- Minimum 2-3 years’ experience in paraplanning or related financial services experience
- Experience with Xplan desirable
- Experience in a client facing role
- Excellent verbal and written communication skills
- Excellent time management and organisational skills
- Excellent relationship building skills
- PC literate (Word & Excel)Special requirements of this role:
Our opportunity
We’d love to learn more about how your interests and experience could be a fit. Here at Jacaran, 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.
