Associate Financial Adviser, Wealth Management

4 days ago

Sydney, New South Wales, Australia Perpetual Full time $90,000 - $120,000 per year
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Access to an experienced team who provide outstanding bespoke investment and financial advice, to Australia's leading non-profit and philanthropic clients
  • Opportunity to scale your career, working side-by-side in a non-profit focused private client team, working directly with a Partner
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 Perpetual 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.

As an Associate Financial Adviser, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual Private non-profit and philanthropy clients. The role sits in a team of two Partners, a Senior Financial Adviser an Associate Financial Adviser and an Associate.

About the Role
  • Support the Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up
  • Prepare and present requests for tender, investment performance reporting to prospective clients and provide ongoing annual investment reviews to existing clients
  • Attend and actively participate in client meetings to support the Partners and Senior Financial Adviser in the provision of a highly personal and compelling client experience
  • Arrange and coordinate documentation for client meetings
  • Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, and other inputs needed to complete advice instructions, letters of engagement and portfolio transitions
  • Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities and taken to fulfill corporate and regulatory compliance
About You

We're looking for someone with:
  • Relevant degree qualifications and listed on (or eligible to be listed on) the Financial Advisers Register
  • CPD requirements met for the past 3 years (desirable)
  • Minimum 2-3 years' experience in paraplanning or related financial services experience
  • Experience with Xplan (desirable)
  • Experience in a client facing role
  • Professional Year completed (if not currently authorised)
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.

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