Perpetual Limited5 followers24 jobs

Associate Financial Adviser, Perpetual Wealth

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 6 days agoVerified 2 weeks 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.

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📄

Xplan proficiency

Experience with Xplan software for financial planning tasks.

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🎓

Education requirements met

Relevant educational qualifications in finance or related fields.

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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.

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