Associate

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 with a wide variety of clients supporting an experienced Advice team

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.

An exciting opportunity to be part of the wider Queensland Private Clients team and enhance your career pathways to become a Financial Adviser.

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.

About the role

Join our dynamic team at Perpetual Wealth Management As an Associate, you will:
- Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience- 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- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations- 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 fulfill corporate and regulatory compliance

About you

We’re looking for someone with:
- 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 verbal and written communication skills- Excellent time management and organisational skills- Excellent relationship building skills- PC literate (Word & Excel)

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.- Access to LinkedIn learning, study support and commitment to supporting professional development.- We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

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.