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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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Play a pivotal role in shaping a number of new advice sub-segments, Advice for Women for Perpetual Wealth Management business
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 Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia. Each of the businesses offer a diverse range of capabilities: Perpetual Private provides strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy; Fordham acts exclusively for private business owners and their families to manage their businesses and build and protect their wealth; and Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. Priority Life is a specialist insurance business focused on meeting the needs of medical specialists and other professionals across Australia.
About the Role
Join Perpetual Wealth Management 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:
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Work collaboratively with internal segments, business support and team members to achieve great client outcomes
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Build your client book by seeking referrals and increasing share of wallet by working closely with your referral partners and clients to add value
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Specialise in a segment e.g. Advice for Women that you are known for as a trusted expert by referral partners, clients and internal and external stakeholders
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Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients
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Provide expertise & support to a specific market segment
About You
We’re looking for someone with:
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Working towards a FASEA approved pathway or FASEA relevant degree
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Adv Diploma Financial Planning / Financial Services or equivalent
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10 year’s experience in financial services
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Minimum 5 years financial planning experience
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Business development skills/strong networks in aligned specialist segment
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Provision of financial advice to specific client segment and strong relationship building skills
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
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
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 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.
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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