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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.
Join our Perpetual Private team as a Senior Financial Adviser. To ensure clients receive an exceptional service whilst administering accounts efficiently and in line with business and compliance guidelines and introducing appropriate specialists to support the delivery of activity to meet client’s needs.
Sounds interesting? Here are some specifics about the opportunity:
Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients
Provide expertise & support to a specific business segment
Support development of new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partners
Participate in & conduct seminars organised by Perpetual Private & follow up leads as required
Maintain deep advice relationships with existing clients and seek referrals from these clients
Cross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client base
Collaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sources
Collaborate with the paraplanning team, Associate Financial Advisers and other internal teams to manage the preparation of strategic financial plans and other ongoing workflow
Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.
To be considered for this opportunity, your qualifications, skills and experience could include:
FASEA relevant degree and eligibility to be an Authorised Representative.
Adv Diploma Financial Planning / Financial Services or equivalent
Completion of mandated CPD training and development each year
7 plus years’ experience in financial services
Investment or financial knowledge ideally at a tertiary level with practical experience
Strong relationship management skills
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.
Perpetual Melbourne, Victoria, AUS Office
525 Collins Street, , Melbourne, VIC , Australia, 3000
