Job Description
Perpetual Limited in Melbourne is seeking an Associate Financial Adviser in Jacaranda to support senior advisers with client deliverables, meeting preparation and documentation. You will help produce ad-hoc papers, reports, and ensure smooth meeting follow-ups.
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In this client-facing role, you will assist with annual reviews, draft strategies, financial modelling, and transitions for recent business, contributing to a highly personal client experience with flexible work options.
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