In-Demand associate financial adviser Jobs in sydney, nsw

Associate Financial Adviser
Perpetual Limited —Sydney NSW
- Full-time
- Financial services
- Work from home
Associate Adviser
Insignia Financial Ltd —Sydney NSW
- Full-time
- Hybrid work
- Financial services
1d
Senior Associate - Corporate Finance and M&A
Alvarez & Marsal —Sydney NSW
- Finance
- Master's degree
- Analysis skills
- On-the-job training
Venture Capital & Tech M&A - Associate/Lawyer
Ashurst LLP —Sydney NSW
- Analysis skills
- Communication skills
- Health insurance
- Parental leave
14d
Insurance Senior Associate
Barry Nilsson —Sydney NSW
- Office
- Parental leave
13d
Risk Adviser / Life Insurance Sales Consultant
Premier Wealth Protection —Sydney NSW
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Customer service
- Travel reimbursement
- Parental leave
Quick Apply
8d
Associate, Structured Finance
Lightsource BP —Sydney NSW
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
GTM Associate, Sydney
Marloo —Sydney NSW
- $90,000 - $120,000 a year
- Full-time
- Management
- Sales
- Financial services
Quick Apply
Insurance Associate (Liability)
Barry Nilsson —Sydney NSW
- Office
- Parental leave
Senior Associate - Corporate Finance and M&A
Alvarez and Marsal —Sydney NSW
- Full-time
- Finance
- Master's degree
- Analysis skills
- On-the-job training
Paraplanner
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
2d
Associate, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- Organisational skills
- Work from home
13d
Associate, Jacaranda
Perpetual Limited —Sydney NSW
- Full-time
- Financial services
- Work from home
Global Markets Senior Associate
Ashurst LLP —Sydney NSW
- Health insurance
- Parental leave
Indirect Tax Lawyer/Senior Associate
Ashurst LLP —Sydney NSW
- Health insurance
- Parental leave
Senior Private Wealth Adviser
UniSuper —Sydney NSW
- Full-time
- Management
- Business development
- Presentation skills
- Parental leave
Leveraged Finance Senior Associate
Ashurst LLP —Sydney NSW
- Finance
- Analysis skills
- Communication skills
- Health insurance
- Parental leave
Insurance Senior Associate (Liability)
Barry Nilsson —Sydney NSW
- Office
- Parental leave
Corporate Finance Senior Associate
Ashurst LLP —Sydney NSW
- Finance
- Business development
- Analysis skills
- Health insurance
- Parental leave
Insurance Solicitor/Associate (Professional Indemnity)
Barry Nilsson —Sydney NSW
- Office
- Parental leave

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Associate Financial Adviser

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Financial services

Full Job Description

More Time Off for What Matters: Enjoy up to 6 weeks of leave
Flexible Work Environment: Work where we work best – whether in the office or from home.
Career growth and development opportunities

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.

As an Associate Financial Adviser in Perpetual Wealth Management the role is focused on providing professional and high-quality investment management advice and support to new and existing Perpetual Private medical specialist clients.

About the Role

Support Partner and Senior Financial Adviser with client deliverables, including ad-hoc papers, reporting, meeting preparation and follow up.
Prepare & present requests for tender, investment performance reporting to prospective clients & provide ongoing annual investment reviews to existing clients
Attend and actively participate in client meetings to support the Partners and Senior Financial Adviser in the provision of a highly personal and compelling client experience
Arrange & coordinate documentation for client meetings
Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, and other inputs needed to complete advice instructions, letters of engagement & portfolio transitions

About You

Education requirements met
CPD requirements met for last 3 years
Minimum 2-3 years’ experience in paraplanning or related financial services experience
Experience with Xplan desirable
Experience in a client facing role
Professional Year completed (if not currently authorised)

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

associate financial adviser jobs in sydney, nsw

Associate Financial Adviser

Associate Adviser

Senior Associate - Corporate Finance and M&A

Venture Capital & Tech M&A - Associate/Lawyer

Insurance Senior Associate

Risk Adviser / Life Insurance Sales Consultant

Associate, Structured Finance

GTM Associate, Sydney

Insurance Associate (Liability)

Senior Associate - Corporate Finance and M&A

Paraplanner

Associate, Perpetual Wealth Management

Associate, Jacaranda

Global Markets Senior Associate

Indirect Tax Lawyer/Senior Associate

Senior Private Wealth Adviser

Leveraged Finance Senior Associate

Insurance Senior Associate (Liability)

Corporate Finance Senior Associate

Insurance Solicitor/Associate (Professional Indemnity)

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