Job Description

Integration Analyst – Perpetual Wealth Management

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Perpetual Wealth Management is seeking an experienced and highly organised Integration Analyst, 12 month contract position to support the successful onboarding and integration of newly appointed advisers into Perpetual Private.

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Working closely with the Integration Manager, this role will help coordinate onboarding activities, manage key milestones, and ensure advisers receive a seamless introduction to the business. You will play an important role in delivering a consistent adviser experience through effective project coordination, stakeholder engagement, process improvement and operational support.

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This is an excellent opportunity for someone with experience in wealth management, financial advice operations, adviser onboarding or project coordination who enjoys working in a fast-paced, client-focused and highly regulated setting.

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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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Key responsibilities

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In this role, you will:

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- Support the completion of pre-day-one adviser onboarding activities to help ensure a smooth commencement experience.
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- Assist in the development of tailored onboarding and transition plans for newly appointed advisers.
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- Take ownership of assigned milestones within adviser onboarding plans and drive these through to completion.
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- Coordinate onboarding training requirements to support advisers as they integrate into the business.
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- Curate, maintain and improve onboarding collateral to support efficient and effective adviser onboarding.
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- Work with internal stakeholders to identify and resolve delays that may impact a seamless onboarding experience.
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- Support continuous improvement across adviser onboarding processes and operational workflows.
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About you

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You will be a proactive,



detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.

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You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.

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Essential skills and experience

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To be successful in this role, you will bring:

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- Two plus years' experience working within a wealth management business that provides financial advice.
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- Experience supporting adviser onboarding, ideally from a project planning, implementation, operational or client relationship management perspective.
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- Knowledge of the regulatory framework as it relates to the provision of personal financial advice to retail clients.
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A demonstrated knowledge of the Australian platform landscape, including investment and superannuation/pension platforms.

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A degree in Accounting, Economics, Business, Law or a related field.

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Desirable skills and experience

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The following experience would be highly regarded:

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- Experience working with third-party supplier relationships.
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Familiarity with Salesforce and/or Xplan.

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Qualifications in change management, project management and/or financial advice.

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Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.

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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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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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📌 Integration Analyst - Perpetual Wealth Management (New South Wales)
🏢 Perpetual
📍 New South Wales