Perpetual Limited
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Integration Analyst – Perpetual Wealth Management

Mid levelContractHybridSydney NSW, AustraliaPosted 4 months agoVerified 4 months ago
Pending fitX of Y criteria met

About the job

The Integration Analyst position at Perpetual Wealth Management is a fantastic opportunity for someone experienced in wealth management and adviser onboarding. This job plays a crucial role in ensuring newly appointed advisers have a seamless introduction to the business, contributing to a consistent adviser experience. The team thrives on collaboration, effective communication, and a commitment to continuous improvement.

You'll be responsible for

🛠️

Supporting onboarding activities

Assist in completing pre-day-one adviser onboarding activities to ensure a smooth commencement experience.
📝

Developing onboarding plans

Help create tailored onboarding and transition plans for newly appointed advisers.
✅

Driving milestone completion

Take ownership of assigned milestones within adviser onboarding plans and ensure they are completed on time.

Key criteria

📊

Wealth management experience

2+ years in a wealth management business providing financial advice.

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🗂️

Adviser onboarding support

Proven experience supporting adviser onboarding and transition plans.

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📜

Regulatory knowledge

Understanding of the regulatory framework for personal financial advice.

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View more

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5 criteria for this job
Wealth management experience
2+ years in a wealth management business providing financial advice.

View

Adviser onboarding support
Proven experience supporting adviser onboarding and transition plans.

View

Regulatory knowledge
Understanding of the regulatory framework for personal financial advice.

View

Analytical skills
Demonstrated analytical skills for problem-solving and process improvement.

View

Stakeholder engagement
Experience collaborating with diverse stakeholders to ensure smooth operations.

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