Perpetual Limited | Senior Financial Adviser, Perpetual Wealth Management
vor 1 Woche
Senior Financial Adviser, Perpetual Wealth Management Apply locations Melbourne time type Full time posted on Posted 4 Days Ago job requisition id R7567
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 Priority Life business and providing advice and insights to support clients and business services while identifying opportunities and risks.
You will be responsible for liaising with clients to ensure all business requirements are met and completed.
About the role Join our dynamic team at Priority Life
As a Senior Financial Adviser, you will:
Identify new business opportunities – maintaining strong relationships with referrers and conducting meetings with prospects.
Attend Medical Conferences as required to source new leads.
Travel locally & interstate where required.
Review existing insurance policies.
Service existing client needs; contacting clients to maintain strong relationships and review if their insurance portfolio is still appropriate for their circumstances.
Prepare all advice documentation.
Oversee insurance applications/underwriting/new business follow up.
About you We're looking for someone with:
Minimum 5 years' experience as a Risk Adviser.
Extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection, and Business Expense cover.
Proficiency with Xplan (including Risk Researcher), Microsoft Office Suite.
Ability to build and maintain strong relationships with key stakeholders.
Strong investigative, analysis, and problem-solving abilities.
Demonstrates a passion and pride in delivering successful outcomes.
How we work Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact, which drive our approach to 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 benefits Work 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 inclusion WGEA Employer of Choice for gender equality since 2018.
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
We support over 50 First Nations Communities, helping to secure the communities' future.
We encourage applications from Aboriginal and Torres Strait Islander People.
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.
Some roles may require that full vaccination is maintained for the safety and well-being of our clients.
If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process.
You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
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