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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.
As an Associate Financial Adviser in Perpetual Wealth Management the role is focused on providing professional and high-quality investment management advice and support to new and existing Perpetual Private medical specialist clients.
About the Role
Support Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up.
Prepare & present requests for tender, investment performance reporting to prospective clients & provide ongoing annual investment reviews to existing clients
Attend and actively participate in client meetings to support the Partners and Senior Financial Adviser 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, and other inputs needed to complete advice instructions, letters of engagement & portfolio transitions
About You
Education requirements met
CPD requirements met for last 3 years
Minimum 2-3 years’ experience in paraplanning or related financial services experience
Experience with Xplan desirable
Experience in a client facing role
Professional Year completed (if not currently authorised)
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.
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