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Associate, Jacaranda
JuniorFull-timeHybridSydney NSW, AustraliaCustomer service and supportPeople and cultureFinancial managementPosted 4 months ago
About the job
This job is about joining the Jacaranda team at Perpetual Wealth Management, where you will support Advisers and deliver exceptional service to clients. The impact of your work will be felt across diverse communities, as you help individuals and families navigate their financial journeys. The team thrives on collaboration, innovation, and a commitment to making a positive impact.
You'll be responsible for
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Arranging documentation for client meetings
Coordinating and preparing necessary documents for effective client interactions.📅
Managing Adviser diary
Organising appointments and ensuring adherence to business protocols for reviews and advice presentations.📝
Preparing client advice documents
Creating compliant Statements of Advice and Records of Advice while interacting with key stakeholders.What we're looking for
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FASEA approved degree or pathway
Possession of a FASEA approved qualification for compliance.View fit
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12-18 months financial services experience
Demonstrated experience in paraplanning or related fields.View fit
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Client-facing experience
Experience interacting with clients and managing relationships.View fit
View more
