Associate, Perpetual Wealth Management
2 months ago
More time off for the things that matter - Up to 6 weeks’ leave
Work where we work best - Hybrid office/work-from-home environment
Be an active contributor for your team and engage with clients while you gain experience
About the business/role
As an Assoicate the role is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners withing Perpetual Wealth Management.
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.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business, and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
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
- 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
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including para-planning and operations
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
About you
- Minimum 2-3 years’ experience in paraplanning or related financial services experience
- Experience with Xplan desirable
- Experience in a client facing role
- 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
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun
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 support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
-
Associate, Perpetual Wealth Management
2 months ago
Brisbane, Australia Perpetual Limited Full timeMore time off for the things that matter - Up to 6 weeks’ leave - Work where we work best - Hybrid office/work-from-home environment - Be an active contributor for your team and engage with clients while you gain experience- About the business/role- As an Assoicate the role is focused on providing ongoing client service and high-quality support to...
-
Wealth Management Associate
3 weeks ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at Perpetual. As a key member of our team, you will be responsible for providing exceptional client service and support to our Financial Advisers and Partners.As a Wealth Management Associate, you will have the opportunity to work with a diverse range of...
-
Wealth Management Associate
1 month ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team. As an Associate, you will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.Perpetual Group is a leading financial services company with a strong presence in...
-
Wealth Management Associate
1 month ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team. As an Associate, you will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.The successful candidate will have a strong understanding of investments and...
-
Wealth Management Associate
1 week ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleThe successful candidate will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.As a member of our team, you will be responsible for attending and actively participating in client meetings, arranging and coordinating documentation, and overseeing...
-
Wealth Management Associate
7 days ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Specialist to join our team at Perpetual. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key ResponsibilitiesAttend and actively participate in client meetings to support the...
-
Financial Services Associate
1 month ago
Brisbane, Queensland, Australia Perpetual Limited Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Your primary responsibilities will include attending...
-
Financial Services Associate
1 month ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client...
-
Financial Services Associate
2 months ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client...
-
Associate
4 months ago
Brisbane, Australia Perpetual Limited Full timeSounds interesting? Here are some specifics about the opportunity: - Provide ongoing client service and high-quality support to Financial Advisers and Partners - Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work - Oversee the preparation of annual review and new business plans including implementation...
-
Trust Associate
5 months ago
Brisbane, Australia Perpetual Limited Full timeFully flexible working environment- - Range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community.- - Strong heritage built on trust, integrity and stability.As a Trust Assoicate - Health and Personal Injury, your role is focused on working with clients and supporting the team to ensure clients receive an...
-
Trustee Services Administrator
4 months ago
Brisbane, Australia Perpetual Limited Full timeMore time off for the things that matter - Up to 6 weeks’ leave- - Work where we work best - Hybrid office/work-from-home environment- - Career opportunities available and attractive salary package- The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life -...
-
Senior Wealth Management Professional
3 days ago
Brisbane, Queensland, Australia Derwent Search Full timeCompliance & Risk (Banking & Financial Services)We have been retained to find and appoint a new Associate Partner or Partner to join the Wealth Management practice of a prominent accounting and advisory firm with an international presence.The firm is on a steep growth trajectory and a senior person is required to add leadership and capacity to the team in a...
-
Senior Wealth Manager
1 week ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full timeCommonwealth Private is a leading provider of personal service and trusted advice to high net worth individuals. Our team of experts offers a comprehensive range of solutions, including market leading products and innovative investment opportunities.We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group,...
-
Senior Wealth Manager
2 days ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full timeCommonwealth Private is dedicated to delivering exceptional personal service and trusted advice to high net worth and ultra-high net worth individuals. Our extensive experience enables us to provide a comprehensive range of solutions, coupled with market-leading products and innovative investment opportunities.We leverage the superior research capabilities...
-
Partner - Wealth Management Expert
2 weeks ago
Brisbane, Queensland, Australia Derwent Search Full timeCompliance and Risk Leader OpportunityWe are seeking a seasoned professional to join our Wealth Management practice as a Compliance and Risk Leader. The ideal candidate will have a strong background in wealth management and a proven track record of driving business growth and development.Key Responsibilities:Develop and implement business strategies to drive...
-
Private Wealth Executive
4 months ago
Brisbane, Australia Westpac Banking Corporation Full timePrivate Wealth Executive (Wealth Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...
-
Private Wealth Executive
5 months ago
Brisbane, Australia Westpac Banking Corporation Full timePrivate Wealth Executive (Wealth Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...
-
Senior Wealth Manager
7 days ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full timeCommonwealth Private is dedicated to delivering exceptional service and trusted advice to high net worth and ultra-high net worth individuals. Our extensive experience enables us to provide a comprehensive range of solutions and market-leading products, as well as innovative investment opportunities.We leverage the superior research capabilities and...
-
Private Wealth Executive
5 months ago
Brisbane, Australia Westpac Group Full time**Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. We’ve...