Associate Financial Adviser
About the job
The Associate Financial Adviser job at Perpetual Wealth Management is all about providing exceptional investment management advice to medical specialist clients. This position plays a crucial role in supporting financial advisers and ensuring clients receive top-notch service. The team thrives on collaboration and values a flexible work environment, allowing everyone to contribute their best.
You'll be responsible for
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Supporting financial advisers
Assisting Partner and Senior Financial Adviser with client deliverables, including papers, reporting, and meeting preparation.📑
Preparing investment reports
Creating and presenting requests for tender and investment performance reports for clients.👥
Participating in client meetings
Attending and actively engaging in client meetings to enhance the client experience.Key criteria
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Education requirements met
Possession of relevant educational qualifications for financial advisory roles.View
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2-3 years financial services experience
Demonstrated experience in paraplanning or related financial services.View
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Experience with Xplan
Familiarity with Xplan software for financial planning.View
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