Senior Financial Adviser

1 month 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

  • Play a pivotal role in transforming clients' financial futures, combining expert retirement planning with dedicated support, backed by the resources and expertise of the Perpetual Group.

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.

An exciting opportunity to be part of the Jacaranda Financial Planning Business and make a meaningful impact by helping clients shape their financial futures as they begin their retirement planning journey.

About Jacaranda Financial Planning
At Jacaranda Financial Planning, we specialise in optimising superannuation and retirement outcomes. As a part of Perpetual Wealth Management, our team of professional advisers is dedicated to enhancing clients’ financial confidence and prosperity. We deliver this by adopting a warm, engaging approach that’s grounded in clarity, quality, and client-centered guidance. Our advisers simplify complex financial concepts, making a meaningful difference in clients' lives.

About the Role

Join Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence. In this role, you will:

  • Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.

  • Provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.

  • Collaborate with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.

  • Conduct detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.

  • Build long-term client relationships, offering ongoing support and straightforward financial guidance.

  • Stay abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.

About You

We’re looking for someone with:

  • A bachelor’s degree in finance, Economics, Business, or a related field.

  • A minimum of 5 years' experience in financial planning or advisory roles, specialising in superannuation and retirement planning.

  • Proven expertise in investment strategies, estate planning, and tax-effective approaches.

  • Excellent communication skills, capable of explaining complex financial concepts in clear, accessible language.

  • Strong analytical and problem-solving abilities, with a proactive approach to delivering client-centered solutions.

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.

  • We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

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.

*** 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.

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