Perpetual Limited5 followers32 jobs

Associate

JuniorMid levelFull-timeHybridSydney NSW, AustraliaFinancePeople and culturePosted 5 days agoVerified 1 week ago
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About the job

This job is about joining the Perpetual Private team as an Associate, where you will work closely with Senior Financial Advisers to deliver exceptional financial planning services to High-Net-Worth clients. Your role is crucial in supporting tailored financial strategies and ensuring seamless execution from client engagement to implementation. The team thrives in a high-performance, client-centric environment, valuing collaboration and operational excellence.

You'll be responsible for

🤝

Partnering with stakeholders

Working closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes.
🔗

Acting as a key liaison

Ensuring clear communication and seamless workflow across stakeholders within the pod.
💼

Supporting Advisers in client meetings

Contributing to a professional and personalised experience for clients during meetings.

Key criteria

📊

Client-facing experience

Demonstrated experience in a client-facing financial services role.

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🎓

Relevant bachelor's degree

Bachelor's degree in finance or financial planning is preferred.

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🗂️

Organisational skills

Proven ability to manage multiple priorities and meet deadlines.

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Meet the team

About the company

View your fit

5 criteria for this job
Client-facing experience
Demonstrated experience in a client-facing financial services role.

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Relevant bachelor's degree
Bachelor's degree in finance or financial planning is preferred.

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Organisational skills
Proven ability to manage multiple priorities and meet deadlines.

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Communication skills
Strong written and verbal communication skills for client interactions.

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Experience with Xplan
Familiarity with Xplan or similar financial software is highly regarded.

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