Associate

vor 1 Monat


Central Coast, Österreich Perpetual Limited Vollzeit

More Time Off for What Matters: Enjoy up to 6 weeks of leave.Flexible Work Environment: Work where you work best – whether in the office or from home.Career progression and attractive salary package.Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust.An exciting opportunity to be part of the wider Perpetual Wealth Management team as an Associate focusing on providing ongoing client service and high-quality support to Financial Advisers and Partners.About the roleAttend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience.Arrange & coordinate documentation for client meetings.Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions.Undertake insurance needs analysis and preparation of insurance quotes.Manage workflow to deliver to client needs.
Maintain an understanding of operational processes for other teams including paraplanning and operations.About youWe're looking for someone with:Minimum 2-3 years' experience in paraplanning or related financial services experience.Experience with Xplan desirable and a client facing role.Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable.How we workOur unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.Employee benefitsWork from anywhere in Australia for up to one month each year.An annual allowance to empower you to prioritise your personal wellbeing.Access to LinkedIn learning, study support and commitment to supporting professional development.Diversity and inclusionWGEA Employer of Choice for gender equality since 2018.Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.We're committed to creating an inclusive workplace where diversity is celebrated.
No matter your background or circumstances, we aim to provide an environment where you can thrive.
*** Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders.#J-18808-Ljbffr


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