Associate Financial Adviser
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 & pr...