4mo ago , from Perpetual Services PTY Limited

- 12-month max term contract position based in Melbourne CBD
- Flexible Work Environment: Work where we work best - whether in the office or from home.
- Growth opportunities available

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 Management team to join as an Associate working alongside Financial Advisers for a 12-month max term contract.

Sounds interesting? Here are some specifics about the opportunity:

- Provide ongoing client service and high-quality support to Financial Advisers and Partners
- Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work
- Oversee the preparation of annual review and new business plans including implementation of advice recommendations & keep clients updated regarding progress
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
- Act as the key liaison for the Financial Advisers within the team/pod
- 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
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance

To be considered for this opportunity, your qualifications, skills and experience could include:

- FASEA Approved Degree or FASEA Approved Pathway




- Experience in administration or paraplanning or related financial services experience is highly regarded
- Experience with Xplan desirable
- Excellent verbal and written communication skills
- Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable
- Excellent time management and organizational and 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 career 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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📌 Associate, Perpetual Wealth Management (Melbourne)
🏢 Perpetual
📍 Melbourne