Perpetual Limited5 followers28 jobs

Associate Financial Adviser, Perpetual Wealth

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 1 week agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

As an Associate Financial Adviser at Perpetual Group, you will play a vital role in providing high-quality investment management advice and support to clients. This job offers an exciting opportunity to grow your career while working in a flexible environment that values personal well-being and professional development. Join a team that thrives on collaboration and making a meaningful impact in the financial services industry.

You'll be responsible for

📋

Supporting financial advisers

Assisting Partners and Senior Financial Advisers with client deliverables, including reporting and meeting preparation.
👥

Participating in client meetings

Actively engaging in client meetings to enhance the client experience and support advisers.
📄

Coordinating documentation

Arranging and coordinating necessary documentation for client meetings and financial plans.

Key criteria

📊

Financial services experience

2-3 years of experience in paraplanning or related fields.

View

📄

Xplan proficiency

Experience with Xplan software for financial planning tasks.

View

🎓

Education requirements met

Relevant educational qualifications in finance or related fields.

View

View more

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2026
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
  • Categories

A meaningful career starts with a match

Get started
Apply on Perpetual Limited
You'll apply on an external website
Think you're a good fit?See what the hiring team are looking for

View your fit

4 criteria for this job
Financial services experience
2-3 years of experience in paraplanning or related fields.

View

Xplan proficiency
Experience with Xplan software for financial planning tasks.

View

Education requirements met
Relevant educational qualifications in finance or related fields.

View

Client-facing experience
Demonstrated experience in roles involving direct client interaction.

View

Similar jobs

View all
Grant Thornton Australia
Grant Thornton Australia
Senior Associate, Corporate Tax (Financial Services)Sydney, NSW · Full-time
This job is about joining the Corporate Tax team at Grant Thornton Australia as a Senior Associate, where you will provide expert tax advisory and compliance services to blue-chip financial services clients. The impact of your work will help clients navigate complex tax challenges in a supportive and collaborative environment. The team values individual contributions and fosters a culture of continuous learning and development.
E&P Financial Group
E&P Financial Group
Client Services Associate - Private Wealth ManagementBrisbane, QLD · Full-time
The Client Services Associate position at E&P Financial Group is a fantastic opportunity for someone who thrives in a supportive role within the Private Wealth Management team. This job is all about ensuring that the Advisers can focus on their clients while you handle the essential behind-the-scenes tasks. The team values collaboration and a positive approach, making it a great fit for those who enjoy working in a dynamic environment.
Insignia Financial
Insignia Financial
Associate AdviserWA · Full-time
This job is about joining a supportive team at Shadforth Financial Group as an Associate Adviser, where you will work closely with experienced Private Wealth Advisers. The opportunity to make a positive impact on clients' financial well-being is at the heart of this position. Collaboration, flexibility, and a commitment to exceptional client service define the work environment.
Insignia Financial
Insignia Financial
Associate AdviserSydney, NSW · Full-time
This job is about joining Shadforth Financial Group as an Associate Adviser, where you will work closely with experienced Private Wealth Advisers to deliver exceptional client service. The role is crucial in ensuring clients receive the best financial advice and support, contributing to their financial well-being. The team values collaboration, flexibility, and personal growth, creating an environment where everyone can thrive.