Associate, Adviser Support

3 weeks ago

Sydney, Australia Perpetual Full time

  • Based in Sydney CBD - Hybrid working arrangement

  • Opportunity to grow your career within a collaborative and supportive team

  • An attractive salary package

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 wider Perpetual Wealth Management team as an Associate, Adviser Support within Jacaranda.

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

Join our dynamic team at Jacaranda As an Associate, Adviser Support, 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

  • 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

  • Act as the key liason for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations. Assist Financial Advisers to resolve client requests including the provision of ad hoc investment advice via Records of Advice (where authorised to provide advice)

About you

We’re looking for someone with:

  • Tertiary Qualification

  • Minimum 2-3 years’ experience in paraplanning or related financial services experience•

  • Experience with Xplan desirable

  • Experience in a client facing role

  • Excellent verbal and written communication skills

  • Excellent time management and organisational skills

  • Excellent relationship building skills

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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