Associate Adviser

2 weeks ago

Adelaide, South Australia Perks Full time $80,000 - $120,000 per year

About Perks

Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 250 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.

About the Role

Working directly to support one of the Perks Private Wealth (PPW) Directors, the Associate Adviser is responsible for proactively managing the advice delivery process from end to end for a designated client base.

In this position, you will learn to develop effective advice strategies to build and protect client wealth. In collaboration with the Paraplanners and Client Service Manager, you will drive the process to coordinate quality, comprehensive and tax effective plans for our clients in areas including investment and superannuation. For the right individual, this position will provide a pathway to an Adviser position.

Responsibilities

  • Support the Director/Adviser in delivering comprehensive financial advice to clients
  • Prepare for client review meetings, considering existing and new financial planning strategies and preparation of basic SOA's for superannuation contributions, pension commencement and investment strategies
  • Utilise financial planning software (XPLAN) to produce cash flow and financial modelling scenarios for client review meetings and advice documents
  • Collaborate with the Director/Adviser in preparing investment recommendations
  • Manage ongoing advice and review tasks, and direct workflow in consultation with the Client Service Manager
  • Respond to client queries where necessary, acting as a secondary point of contact
  • Establish and maintain rapport with clients

Skills and Experience

  • Diploma of Financial Planning (required), & completion or commencement of a FASEA approved bachelor degree
  • 2-3+ years' experience in a professional services environment within Paraplanning or Client Services
  • Exceptional verbal and written communication skills
  • Strong numerical and analytical skills
  • Organised, with the ability to prioritise and manage conflicting deadlines.
  • Willingness to learn, high levels of initiative and an enthusiastic team player

Culture and BenefitsAt Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you'd like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you'll feel right at home at Perks.Some of the benefits include:

  • An industry competitive salary package with annual review process
  • Flexible working arrangements
  • Training and development opportunities
  • Wellbeing initiatives to support your physical, mental, and financial health, including flexible work arrangements, wellness programs and access to professional counselling
  • Opportunities to contribute to the broader community (e.g., volunteering)
  • Regular social & networking events

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.

If you have any questions please contact Kirsty MacPhail, Talent Acquisition Specialist

  • Associate

    1 week ago

    Adelaide, South Australia Lgt Crestone Wealth Management Full time

    Min Experience- 2 yearsYour team- A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates.- Working as part of the broader organisation of employees including:- Support roles including Office Manager, Front of House and Reception, Executive Assistant.- Operations team.- Specialists within the...

  • Associate/ Senior Associate

    1 week ago

    Adelaide, South Australia Taylor Root Full time $104,000 - $130,878 per year

    Join a Leading National Firm – Corporate Commercial Lawyer – Associate/Senior Associate | AdelaideWe are excited to offer a unique opportunity for an Associate or Senior Associate to join the Commercial team of a highly regarded national law firm in Adelaide. This is your chance to be part of a dynamic, tight-knit team with the backing and resources of a...

  • Careers Adviser

    7 days ago

    Adelaide, South Australia University of South Australia Full time

    Join to apply for the Careers Adviser role at University of South AustraliaBase pay rangeA$103,583.00/yr - A$103,583.00/yrBased in the Student Engagement Unit at the City West and Mawson Lakes campusesPart-time (0.6FTE - set days: Tuesday, Thursday and Friday), fixed-term contract until 18 December 2026Starting Salary: $103,583 pro rata per annum (plus 17%...

  • Careers Adviser

    7 days ago

    Adelaide, South Australia University of South Australia Full time

    Join to apply for the Careers Adviser role at University of South AustraliaBase pay rangeA$103,583.00/yr - A$103,583.00/yrBased in the Student Engagement Unit at the City West and Mawson Lakes campusesPart-time (0.6FTE - set days: Tuesday, Thursday and Friday), fixed-term contract until 18 December 2026Starting Salary: $103,583 pro rata per annum (plus 17%...

  • Real Estate Finance Associate

    1 week ago

    Adelaide, South Australia QED Legal LLP Full time

    OverviewReal Estate Finance Associate | Hybrid (Cardiff) | £60k + Bonus | High-Value TransactionsIf you're a Real Estate Finance Solicitor with at least 4 years' PQE and strong transactional property experience, this role offers exposure to market-leading work, progression to senior levels, and the chance to join one of the UK's well-regarded REF teams.This...

  • Real Estate Finance Associate

    7 days ago

    Adelaide, South Australia QED Legal LLP Full time

    Overview Real Estate Finance Associate | Hybrid (Cardiff) | £60k + Bonus | High-Value Transactions If you're a Real Estate Finance Solicitor with at least 4 years' PQE and strong transactional property experience, this role offers exposure to market-leading work, progression to senior levels, and the chance to join one of the UK's well-regarded REF...

  • Real Estate Finance Associate

    1 week ago

    Adelaide, South Australia QED Legal LLP Full time

    OverviewReal Estate Finance Associate | Hybrid (Cardiff) | £60k + Bonus | High-Value TransactionsIf you're a Real Estate Finance Solicitor with at least 4 years' PQE and strong transactional property experience, this role offers exposure to market-leading work, progression to senior levels, and the chance to join one of the UK's well-regarded REF teams.This...

  • Senior Associate – Dispute Resolution

    1 week ago

    Adelaide, South Australia Fenwick Elliott Grace Full time

    OverviewFenwick Elliott Grace (FEG) is known for its excellence in managing technically challenging legal matters.As the firm continues to grow, we are seeking expressions of interest from talented lawyers at Senior Associate level to join our specialist Disputes team.You'll have the opportunity to work alongside our Partners in a supportive and...

  • Aboriginal Cultural Heritage Adviser

    7 days ago

    Adelaide, South Australia South Australian Water Corporation Full time

    SA Water Adelaide, South Australia, AustraliaAbout the jobAs the Aboriginal Heritage Adviser, you will play a crucial role in supporting the delivery of capital and operational programs to manage risks to cultural heritage.This will include developing, reviewing and implementing corporate management frameworks to provide expert guidance in cultural heritage...

  • Research Associate

    3 weeks ago

    Adelaide, South Australia University of Adelaide Full time

    Research Associate in sedimentary ancient DNA applied to palaeoecologyLevel A $81,293 - $109,307 per annum plus an employer contribution of 17% superannuation applies.Fixed term, full-time position for 33 monthsWe invite applications for a Research Associate to conduct interdisciplinary research using modern and sediment-hosted ancient DNA, funded by an...