In-Demand Asset protection associate Jobs in Australia

Associate
Perpetual Limited —Canberra ACT
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Organisational skills
- Work from home
Sales Associate
Coach —South Wharf VIC
- Weekend availability
- Sales
- English
- POS
Senior Associate, Intellectual Property
Allens —Melbourne VIC
- Full-time
- Hybrid work
- Supervising experience
- Organisational skills
- In-person
- Health insurance
- On-the-job training
Sales Associate
Crocs —Chermside QLD
- Night shift
- Microsoft Word
- Microsoft Excel
- English
Associate/Associate Principal | Programme and Project Management
Arup —Gold Coast QLD
- Hybrid work
- PMP
- Engineering
- Profit sharing
- Parental leave
12d
Store Sales Associate, South Wharf Outlet
Crocs —South Wharf VIC
- Night shift
- Microsoft Word
- Microsoft Excel
- English
- Flexible schedule
Corporate and Workplace Solutions, Facilities Management, Associate, Sydney
Goldman Sachs —Sydney NSW
- Full-time
- Master's degree
- Bachelor's degree
- Organisational skills
- Travel reimbursement
- Health insurance
Project Manager / Site Lead
Tremor Vibration Services —Black Springs NSW
- AutoCAD
- Microsoft Office
- Electrical experience
Loss Prevention Associate - Logan
TK Maxx —Loganholme QLD
- Full-time
- Microsoft Office
- Education
OWNDAYS - Sales Associate/ Optical Assistant - Part time - Westfield Chatswood
Bluebell Australasia Ltd —Chatswood NSW
- $29 - $63 an hour
- Part-time
- Sales
- In-person
- Communication skills
- Employee discount
Quick Apply
12d
Client Delivery Graduate Program
Kraken —Melbourne VIC
- Full-time
- Hybrid work
- AI
- Communication skills
Quick Apply
5d
Sr. Tier II Network Technician
Leidos —Alice Springs NT
- Full-time
- Doctoral degree
- Master's degree
- Senior Secondary Certificate of Education
- Annual leave
Associate Director, Interest Rate Sales, Major Agribusiness Clients
Rabobank —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Time management
- Annual leave
- Parental leave
Loss Prevention Associate- Chermside
TJX Australia —Chermside QLD
- Full-time
- Microsoft Office
- Education
Assistant Manager - QV
Foot Locker —Melbourne VIC
- Weekend availability
- Sales
- Merchandising
- Leadership
Area Manager | Full-time Permanent
City and Environment —Canberra ACT
- $127,597 - $136,873 a year
- Full-time
- Management
5d
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
- Work from home
Relationship Support Officer
McMillan Shakespeare —Chatswood NSW
- Full-time
- Hybrid work
- Communication skills
- Time management
- Parental leave
Assistant Manager
Foot Locker —Midland WA
- Weekend availability
- Sales
- Merchandising
- Leadership

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Associate

Perpetual Limited -
Canberra ACT

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Investment
Financial planning
Finance
Bachelor's degree
Organisational skills
Communication skills

Full Job Description

Enjoy six weeks leave per year
Work where we work best- Hybrid working based in our Canberra office
Join a supportive and collaborative Senior Financial Adviser and 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.

Perpetual Wealth Management

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

This is an opportunity to join the team at Perpetual Private as an Associate, working closely with a Senior Financial Adviser supporting in the delivery of professional and high-quality financial planning services to High-Net-Worth clients. This role is flexible with an opportunity to work where you work best.

Sitting at the centre of the advice relationship, you’ll play a critical role in supporting the delivery of tailored financial strategies to a sophisticated client base. You’ll partner across the pod to ensure seamless execution—from client engagement and strategy preparation through to implementation and ongoing service.

This is a role for someone who thrives in a high-performance, client-centric environment and enjoys combining technical capability with operational excellence.

Key Responsibilities

Partnering with stakeholders, work closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes
Act as a key liaison within the pod, ensuring clear communication and seamless workflow across stakeholders
Support Advisers in client meetings, contributing to a professional and personalised experience
Manage the lifecycle of client engagements from preparation through to implementation and follow-up
Coordinate meetings, documentation, and action tracking to ensure nothing is missed and deadlines are met
Support the preparation of advice including fact finds, financial modelling inputs, and strategy development
Act as a trusted day-to-day point of contact for clients, providing clear updates and responsive service
Maintain high attention to detail across client communications, documentation, and records
Support the delivery and implementation of advice recommendations
Assist in the preparation of tailored strategies, modelling, and advice documentation
Apply knowledge of investment structures, insurance, and financial planning concepts
Ensure advice outputs are accurate, compliant, and aligned to client objectives
Maintain accurate and up-to-date client records, documentation, and reporting
Ensure all activities adhere to internal processes, regulatory requirements, and risk frameworks
Contribute to continuous improvement of team processes and operational efficiency
Identify opportunities to enhance client outcomes, improve processes, and support business growth
Contribute to team initiatives and support referral or cross-sell opportunities where appropriate

About You

We’re looking for a dynamic and proactive individual who takes ownership and pride in delivering exceptional client outcomes. You will bring:

Experience in a client-facing Associate, paraplanning or financial services support role
A relevant bachelor’s degree, preferably in finance or financial planning
Strong organisational skills with the ability to manage multiple priorities and deadlines
High attention to detail and a structured, execution-focused approach
Strong written and verbal communication skills, with confidence engaging in client interactions
Experience with Xplan (or similar software) would be highly regarded.
A collaborative mindset with the ability to work effectively within a team-based (pod) structure
A proactive and commercially aware approach, with a focus on continuous improvement
A strong sense of ownership, accountability, and commitment to risk and compliance standards

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.

Apply Now

Refine Your Search

asset protection associate jobs in australia

Associate

Sales Associate

Senior Associate, Intellectual Property

Sales Associate

Associate/Associate Principal | Programme and Project Management

Store Sales Associate, South Wharf Outlet

Corporate and Workplace Solutions, Facilities Management, Associate, Sydney

Project Manager / Site Lead

Loss Prevention Associate - Logan

OWNDAYS - Sales Associate/ Optical Assistant - Part time - Westfield Chatswood

Client Delivery Graduate Program

Sr. Tier II Network Technician

Associate Director, Interest Rate Sales, Major Agribusiness Clients

Loss Prevention Associate- Chermside

Assistant Manager - QV

Area Manager | Full-time Permanent

Paraplanner, Perpetual Wealth Management

Senior Paraplanner, Perpetual Wealth Management

Relationship Support Officer

Assistant Manager

I want to receive the latest job alert for asset protection associate in australia

Explore jobs in more locations

Enjoy six weeks leave per year

Work where we work best- Hybrid working based in our Canberra office

Join a supportive and collaborative Senior Financial Adviser and team

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