- Professional
- Bureau à Brisbane
More Time Off for What Matters: Enjoy up to 6 weeks of leave
Work with a wide variety of clients supporting an experienced Advice team
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 Queensland Private Clients team as an Associate working directly with Advisers and Clients.
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
About the role
Join our dynamic team at Perpetual Wealth Management! As an Associate, you will:
Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
Oversee 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
Identify cross-selling opportunities and referrals to Financial Advisers and Partners
Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance
About you
We’re looking for someone with:
Min 2 years industry experience including strong customer service skills
Excellent verbal and written communication skills
Excellent time management and organisational skills
Excellent relationship building skills
PC literate (Word & Excel)
How we work
Our 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 benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
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.
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