Associate at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

0.0

Posted On

14 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advising, Client Meetings, Documentation Coordination, Financial Modelling, Investment Management, Risk Management, Compliance, Communication Skills, Time Management, Organizational Skills, Relationship Building, Xplan, Superannuation, Retirement Planning, Taxation, Cash Flow Modelling

Industry

Financial Services

Description

More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – hybrid working environment whether in the Sydney CBD office or from home. Join a highly skilled and supportive team 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. The Perpetual 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. As an Associate Financial Adviser, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual Private HNW clients. About the Role Join our dynamic team at Perpetual and 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 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 Oversee implementation of advice recommendations and keep clients updated regarding progress. Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance About You We’re looking for someone with: Completed or undertaking FASEA approved education pathway 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, structures, taxation, income streams & cash flow modelling Excellent verbal and written communication skills Excellent time management and organisational skills Excellent relationship building skills PC literate (Word & Excel) 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 Study support and commitment to supporting professional development Diversity and inclusion 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 is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

The Associate Financial Adviser will provide professional investment management advice and support for high-net-worth clients. Responsibilities include attending client meetings, coordinating documentation, managing workflows, and overseeing the implementation of advice recommendations.