Associate
About the job
Join Perpetual Wealth Management as an Associate in the Jacaranda team, where you'll support experienced Advisers in delivering exceptional client service. This opportunity allows you to thrive in a detail-oriented, fast-paced environment while contributing to a diverse range of wealth management services. The team values collaboration and embraces a flexible work culture, ensuring everyone can perform at their best.
You'll be responsible for
📄
Arranging and coordinating documentation
Organising necessary documents for client meetings to ensure smooth interactions.📅
Managing Adviser diary
Scheduling appointments and managing the calendar for reviews and advice presentations.✍️
Preparing client advice documents
Creating compliant Statements of Advice and Records of Advice while interacting with key stakeholders.Key criteria
🎓
FASEA approved degree or pathway
Possession of a FASEA approved qualification for financial services.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
View more
