Perpetual Limited
Financial Adviser
Mid levelFull-timeHybridPerth WA, AustraliaFinanceCustomer service and supportPeople and culturePosted 2 weeks ago
About the job
This job is about joining a passionate team as a Financial Adviser, where you will have the opportunity to educate Australians on retirement savings. The impact of this job is significant, as you will be helping individuals navigate their financial futures with confidence. The team values collaboration, diversity, and a supportive work environment, making it a great place for personal and professional growth.
You'll be responsible for
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Delivering intra-fund advice
Providing high-quality intra-fund and retirement advice to members via phone, ensuring clarity and understanding of financial concepts.🤝
Building relationships
Maintaining strong relationships with referral sources and clients to foster trust and collaboration.✅
Ensuring compliance
Ensuring compliance with regulatory standards and internal policies while contributing to a member-centric advice culture.What we're looking for
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Financial advice experience (1+ year)
Demonstrated experience in a financial advice role is essential.View fit
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FASEA education compliance
Meets FASEA education requirements or is near completion.View fit
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ASIC registration
Registered on the ASIC Financial Adviser Register.View fit
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