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Sounds interesting? Here are some specifics about the opportunity:
- Provide ongoing client service and high-quality support to Financial Advisers and Partners
- Develop your Career, working closely with a partner to help grow and mentor with real and meaningful work
- Oversee the preparation of annual review and new business plans including implementation of advice recommendations & keep clients updated regarding progress
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations
- Act as the key liaison for the Financial Advisers within the team/pod
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations.
- Monitor client accounts & team dashboards & maintain client records
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
To be considered for this opportunity, your qualifications, skills and experience could include:
- FASEA Approved Degree or FASEA Approved Pathway
- Experience in administration or paraplanning or related financial services experience is highly regarded
- Experience with Xplan desirable
- Excellent verbal and written communication skills
- 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
- Excellent time management and organizational and relationship building skills
- PC literate (Word & Excel)
Two weeks additional paid leave for Well-being & Community Leave
Market competitive Parental Leave
Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply. Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. 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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