Job Description

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- More Time Off for What Matters: Enjoy up to 6 weeks of leave
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- Flexible Work Workplace: Work where we work best - whether in the office or from home.
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- Career growth and development opportunities
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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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As an Associate Financial Adviser in Jacaranda, Perpetual Wealth the role is focused on providing professional and high-quality advice and support to new and existing Jacaranda clients.

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About the Role

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- Support Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up.
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- 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
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- Arrange & coordinate documentation for client meetings
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- 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
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About You

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- Education requirements met
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- CPD requirements met for last 3 years
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- Minimum 2-3 years' experience in paraplanning or related financial services experience
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- Experience with Xplan desirable
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- Experience in a client facing role
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- Skilled Year completed (if not currently authorised)
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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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📌 Associate Financial Adviser, Perpetual Wealth (Victoria)
🏢 Perpetual
📍 Victoria