Associate Financial Adviser

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 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.

Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Wealth Management is seeking a proactive and dedicated Associate Financial Advisor to join our Jacaranda team. In this dynamic role, you'll play a key part in supporting our Advisers and providing high-quality service to clients.

About the Role

• 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

• Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions

• 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

• Identify opportunities to enhance team operational performance

• Coordinate regular team meetings & represent the team in risk and compliance and operational forums

• Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance

About you

• FASEA Approved Degree or FASEA Approved Pathway

• Completion of mandated CPD training & development each year

• 2-3 years experience in paraplanning or related financial services experience

• Working knowledge of investments and advice strategies including, superannuation consolidation, retirement & personal insurance desirable

• Experience with Xplan and previous experience in a client facing role

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

• Study support and commitment to supporting professional development

Diversity and inclusion

• 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 support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

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.