Current jobs related to Associate, Jacaranda - Sydney, New South Wales - Perpetual Limited
-
Associate, Jacaranda
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeThis is a Associate, Jacaranda role with Perpetual Limited based in Sydney, NSW, AU == Perpetual Limited ==Role Seniority - juniorMore about the Associate, Jacaranda role at Perpetual LimitedPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset...
-
Associate, Jacaranda
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timePerpetual 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.Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Wealth...
-
Partner, Jacaranda
1 week ago
Sydney, New South Wales, Australia Perpetual Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment and attractive salary packageJoin a high performing team experiencing continuous growth 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,...
-
Partner, Jacaranda
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeMore Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment and attractive salary package- Join a high performing team experiencing continuous growthPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management,...
-
Partner, Jacaranda
1 week ago
Sydney, New South Wales, Australia Perpetual Limited Full time $70,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment and attractive salary packageJoin a high performing team experiencing continuous growthPerpetual 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...
-
Partner, Jacaranda
1 week ago
Sydney, New South Wales, Australia Perpetual Services Pty Limited Full time $104,000 - $130,878 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment and attractive salary packageJoin a high performing team experiencing continuous growthPerpetual 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...
-
Partner, Jacaranda
1 week ago
Sydney, New South Wales, Australia Perpetual Limited Full timeThis is a Partner, Jacaranda role with Perpetual Limited based in Sydney, NSW, AU == Perpetual Limited ==Role Seniority - seniorMore about the Partner, Jacaranda role at Perpetual LimitedMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment and attractive salary packageJoin a high performing team experiencing continuous...
-
Client Service Officer, Jacaranda
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeThis is a Client Service Officer, Jacaranda role with Perpetual Limited based in Sydney, NSW, AU == Perpetual Limited ==Role Seniority - juniorMore about the Client Service Officer, Jacaranda role at Perpetual LimitedPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three...
-
Client Service Officer, Jacaranda
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timePerpetual 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.Are you passionate about delivering exceptional client service and thrive in a detail-oriented, fast-paced environment? Perpetual Wealth...
-
Associate, Adviser Support
2 weeks ago
Sydney, New South Wales, Australia Perpetual Limited Full timeBased in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team- An attractive salary packagePerpetual 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...
Associate, Jacaranda
2 weeks ago
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.
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 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.
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- Arrange & coordinate documentation for client meetings.- Manage Adviser diary and arrange booking of appointments for reviews and advice presentations, following business protocols.- Assist adviser to complete file notes and manage client record keeping in line with compliance standards.- Preparation of annual investment reviews and completion of post review actions.- Preparation of client advice, Statement of Advice and Record of Advice in a compliant manner, interact with key stakeholders, research, paraplanning ect. Ensure compliance checklists are complete.- Monitor client accounts, key compliance dates, cash holdings. - Maintain client records on XPlan as per business standards.- Act as point of contact for clients, third parties and internal stakeholders
About you- We're looking for someone with:
- FASEA Approved Degree or FASEA Approved Pathway- Completion of mandated CPD training & development each year- 12-18 months 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
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'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.
