Job Description

4mo ago , from Perpetual Services PTY Limited

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

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An exciting prospect 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.

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Sounds interesting? Here are some specifics about the opportunity:

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

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- FASEA Approved Degree or FASEA Approved Pathway
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- Experience in administration or paraplanning or related financial services experience is highly regarded
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- Experience with Xplan desirable
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- Excellent verbal and written communication skills
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- Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
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- Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable
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- Excellent time management and organizational and relationship building skills
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- PC literate (Word & Excel)
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How we work

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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.

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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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- Study support and commitment to supporting professional development
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Diversity and inclusion

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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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
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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 (Victoria)
🏢 Perpetual
📍 Victoria