Perpetual Limited5 followers35 jobs

Associate

JuniorMid levelFull-timeHybridPerth WA, AustraliaFinanceProfessional servicesPosted 3 months agoVerified 1 month ago
Pending fitX of Y criteria met

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.

Meet the team

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

👥

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

📚

FASEA approved education pathway

Completed or pursuing an approved education pathway for financial advice.

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💼

2-3 years financial services experience

Demonstrated experience in paraplanning or related financial services.

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📊

Experience with Xplan

Familiarity with Xplan software for financial planning.

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A meaningful career starts with a match

View your fit

5 criteria for this job
FASEA approved education pathway
Completed or pursuing an approved education pathway for financial advice.

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2-3 years financial services experience
Demonstrated experience in paraplanning or related financial services.

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Experience with Xplan
Familiarity with Xplan software for financial planning.

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Client-facing experience
Proven ability to engage and build relationships with clients.

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Excellent communication skills
Strong verbal and written skills for effective client interactions.

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