Associate, Perpetual Wealth Management
About the job
The Associate Financial Adviser job is all about providing top-notch investment management advice while supporting non-profit and philanthropic clients. This position plays a crucial role in enhancing client experiences and ensuring high-quality service delivery. The team thrives on collaboration, with a culture that encourages personal growth and impactful contributions.
You'll be responsible for
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Supporting client deliverables
Assisting the Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, and meeting preparation.📈
Preparing investment reports
Preparing and presenting requests for tender and investment performance reporting to prospective clients, along with annual investment reviews for existing clients.🗣️
Participating in client meetings
Actively attending and participating in client meetings to support the Partners and Senior Financial Adviser in delivering a compelling client experience.Key criteria
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Relevant degree qualifications
Possession of a degree listed on the Financial Advisers Register.View
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2-3 years of financial services experience
Demonstrated experience in paraplanning or related financial services.View
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Client-facing experience
Experience engaging directly with clients to provide tailored advice.View
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