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More Time Off for What Matters: Enjoy up to 6 weeks of leave
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Flexible Work Environment: Work where you work best – whether in the office or from home.
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Perpetual Wealth is seeking an Associate to join our Melbourne team and focus on shaping their long-term career
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.
An exciting opportunity to be part of the wider Perpetual Wealth business and drive your career as an Assoicate working alongside talented Advisers.
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
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Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
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Arrange & coordinate documentation for client meetings
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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
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Undertake insurance needs analysis and preparation of insurance quotes
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Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations.
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Monitor client accounts & team dashboards & maintain client records
About you
We’re looking for someone with:
Associate
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Undertaking FASEA approved education pathway
Associate Financial Adviser
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FASEA education requirements met
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FASEA CPD requirements met for last 3 years (desirable)
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FASEA Professional Year completed (if not currently authorised)
Experience requirements:
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Minimum 2-3 years’ experience in paraplanning or related financial services experience
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Experience with Xplan desirable
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Experience in a client facing role
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Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
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Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable
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Excellent verbal and written communication skills
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Excellent time management and organisational skills
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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
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Work from anywhere in Australia for up to one month each year.
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An annual allowance to empower you to prioritise your personal wellbeing.
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Access to LinkedIn learning, study support and commitment to supporting professional development.
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We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion
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WGEA Employer of Choice for gender equality since 2018.
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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
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A growing number of employee-led networks who work to raise awareness and drive continued change.
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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.
Top Skills
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
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