Perpetual Limited5 followers34 jobs

Associate Financial Adviser

JuniorMid levelFull-timeHybridSydney NSW, AustraliaFinancePeople and culturePosted 1 month agoVerified 1 month ago
Pending fitX of Y criteria met

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.

Meet the team

About the company

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

📋

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

📚

Education requirements met

Possession of relevant educational qualifications for financial advisory roles.

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🧑‍💼

2-3 years financial services experience

Demonstrated experience in paraplanning or related financial services.

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📊

Experience with Xplan

Familiarity with Xplan software for financial planning.

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A meaningful career starts with a match

View your fit

5 criteria for this job
Education requirements met
Possession of relevant educational qualifications for financial advisory roles.

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2-3 years financial services experience
Demonstrated experience in paraplanning or related financial services.

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Experience with Xplan
Familiarity with Xplan software for financial planning.

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Client-facing experience
Background in roles involving direct client interactions.

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CPD requirements met
Completion of Continuing Professional Development for the last 3 years.

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