Associate
About the job
As an Associate Financial Adviser at Perpetual Group, you will play a crucial role in providing high-quality investment management advice to high-net-worth clients. This job offers an exciting opportunity to work within a supportive and skilled team, where collaboration and personal growth are encouraged. The team thrives in a flexible and dynamic environment, ensuring that everyone can contribute to delivering exceptional client experiences.
You'll be responsible for
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Participating in client meetings
Attend and actively participate in client meetings to support Financial Advisers in delivering a compelling client experience.📄
Coordinating documentation
Arrange and coordinate documentation for client meetings to ensure smooth operations.🔄
Managing workflow
Oversee workflow to meet client needs and maintain an understanding of operational processes across teams.Key criteria
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FASEA approved education pathway
Completed or pursuing an approved education pathway for financial advice.View
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2-3 years financial services experience
Demonstrated experience in paraplanning or related financial services.View
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Experience with Xplan
Familiarity with Xplan software for financial planning.View
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