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Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
The Perpetual Wealth Management business offers 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 First Nations communities throughout Australia.
As an Associate, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual Private clients.
About the Role
Works effectively with others by taking clear direction and collaborating closely with senior Financial Advisers, paraplanning and operations teams to support a seamless, highly personal client experience.
Prioritises and manages workflow to meet client needs by coordinating advice preparation, monitoring dashboards and accounts, and ensuring advice and implementation activities are delivered accurately and on time.
Adds value for clients through collaboration by supporting strategy development, financial modelling and advice implementation, proactively resolving issues and keeping clients informed throughout the advice journey.
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 seven 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.
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