This is a Associate, Perpetual Wealth Management role with Perpetual Limited based in Brisbane, QLD, AU Perpetual Limited Role Seniority - junior More about the Associate, Perpetual Wealth Management role at Perpetual Limited 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. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Perpetual Limited team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Participating in client meetings Overseeing implementation of advice Managing workflow Key Strengths Customer service skills ️ Communication skills ⏰ Time management and organisational skills Relationship building skills PC literacy Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume. A Final Note: This is a role with Perpetual Limited not with Hatch.
