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Associate- Perpetual Private

2 months ago

Sydney, Australia Perpetual Full time

  • More Time Off for What Matters: Enjoy up to 6 weeks of leave

  • Flexible Work Environment: Work where you work best – whether in the office or from home.

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.

An exciting opportunity to be part of the Perpetual Private team

About the role

Join our dynamic team as an Associate, you will:

  • 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

About you

We’re looking for someone with:

  • 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

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.

  • Access to LinkedIn learning, study support and commitment to supporting professional development.

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 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.