Perpetual Limited5 followers31 jobs

Associate, Jacaranda

JuniorFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

Perpetual Wealth Management is on the lookout for a proactive Associate to join the Jacaranda team. In this exciting job, you will support Advisers and deliver high-quality service to clients, making a meaningful impact in their financial journeys. The team thrives on collaboration and a commitment to exceptional client service, all while embracing a culture of growth and inclusivity.

Meet the team

About the company

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You'll be responsible for

📑

Arranging and coordinating documentation for client meetings

Organising necessary paperwork and materials to ensure smooth client interactions.
📅

Managing Adviser diary and booking appointments

Overseeing the schedule of Advisers and coordinating client appointments in accordance with business protocols.
🗂️

Assisting Advisers with compliance and record keeping

Supporting Advisers in maintaining accurate client records and ensuring compliance with industry standards.

Key criteria

📄

FASEA approved degree or pathway

Possession of a FASEA approved qualification for compliance.

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📅

12-18 months financial services experience

Experience in paraplanning or related financial services roles.

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💼

Client-facing experience

Demonstrated experience interacting with clients and stakeholders.

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A meaningful career starts with a match

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5 criteria for this job
FASEA approved degree or pathway
Possession of a FASEA approved qualification for compliance.

View

12-18 months financial services experience
Experience in paraplanning or related financial services roles.

View

Client-facing experience
Demonstrated experience interacting with clients and stakeholders.

View

Knowledge of investment strategies
Understanding of superannuation, retirement, and insurance strategies.

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Experience with XPlan
Proficiency in using XPlan for client record management.

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