Integration Analyst – Perpetual Wealth Management
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
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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
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Wealth management experience
2+ years in a wealth management business providing financial advice.View
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Adviser onboarding support
Proven experience supporting adviser onboarding and transition plans.View
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Regulatory knowledge
Understanding of the regulatory framework for personal financial advice.View
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