Senior Financial Adviser
Perpetual
  • locationPerth, WA
  • salaryNot disclosed
  • full-time 24 February 2021
  • locationPerth, WA
  • salaryNot disclosed
  • full-time
Job Description

What will you be doing?Sounds interesting? Here are some specifics about the opportunity:Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clientsProvide expertise & support to a specific market segmentDevelop new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partnersParticipate in & conduct seminars organised by Perpetual Private & follow up leads as requiredMaintain deep advice relationships with existing clients and seek referrals from these clientsCross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client baseCollaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sourcesCollaborate with the paraplanning team, Associate Financial Advisers and other internal teams to manage the preparation of strategic financial plans and other ongoing workflowWhat you will need to succeed:To be considered for this opportunity, your qualifications, skills and experience could include:Working towards a FASEA approved pathway, FASEA relevant degree, ADFP, DFP, Financial Services or equivalentCompletion of mandated CPD training & development each year10 years in financial services industry experience and a minimum 5 years financial planning experienceBusiness development skills with strong networks in aligned specialist segmentProvision of financial advice to specific client segment coupled with strong relationship building skillsExcellent written and verbal communication skillsStrategic financial planning and advisory skillsDesirable experience in providing Financial Advice to a specific client segment eg. High Net Wealth Clients, Business Owners, Philanthropic Investors, NFPsWhy should you join Perpetual?Perpetual is one of Australia’s leading financial institutions because for over 130 years we have been putting our clients first and offering an environment where diversity of thought is encouraged. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. This makes Perpetual a great place to work – a place where you can grow, thrive and make a difference in people's lives. Our culture is underpinned by our three core values: Excellence – delivering exceptional outcomes; Integrity – doing what’s right; and Partnership – succeeding together. We will continue to earn the trust of our clients in everything we do by staying true to our core values and financial principles.Our vision is for a better, more equal Australia, where every child can go to school, grow up, have a job and make a contribution. Where every community is safe to live, work and play. As a corporate leader, we are committed to diversity and inclusion and recognise our social and economic responsibility to create opportunities for greater participation in the economy by all Australians.For the third year running, Perpetual has been recognised by The Workplace Gender Equality Agency (WGEA) for being an employer who is committed to promoting gender equality in Australian workplaces. We are proud to be acknowledged for a culture where diverse backgrounds and perspectives are respected and everyone has a voice.What’s in it for you?When it comes to our employee benefits, we have everything you'd expect, and more. What would you do with an additional week’s leave each year?An employee share plan and discounted financial advice?How about the flexibility to balance work and family life?Not to mention parental leave and a return to work bonus.There’s only one way to find out – join the team at Perpetual!

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As a leading specialist fibre and network solutions provider, Vocus connects people, businesses, governments, and communities across Australia and New Zealand, to the world. With a world-class team of experts, we challenge convention and do things d

About Perpetual

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Senior Financial Adviser

  • Job Details:
    Not disclosed AUD
    Perth, WA, Any
  • Key Dates:
    24 February 2021
    Last -1 days to apply
  • Industry:
    Banking, Economics and Finance
  • Insights:
    0 Applicants
    1 Views
Job Description

What will you be doing?Sounds interesting? Here are some specifics about the opportunity:Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clientsProvide expertise & support to a specific market segmentDevelop new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partnersParticipate in & conduct seminars organised by Perpetual Private & follow up leads as requiredMaintain deep advice relationships with existing clients and seek referrals from these clientsCross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client baseCollaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sourcesCollaborate with the paraplanning team, Associate Financial Advisers and other internal teams to manage the preparation of strategic financial plans and other ongoing workflowWhat you will need to succeed:To be considered for this opportunity, your qualifications, skills and experience could include:Working towards a FASEA approved pathway, FASEA relevant degree, ADFP, DFP, Financial Services or equivalentCompletion of mandated CPD training & development each year10 years in financial services industry experience and a minimum 5 years financial planning experienceBusiness development skills with strong networks in aligned specialist segmentProvision of financial advice to specific client segment coupled with strong relationship building skillsExcellent written and verbal communication skillsStrategic financial planning and advisory skillsDesirable experience in providing Financial Advice to a specific client segment eg. High Net Wealth Clients, Business Owners, Philanthropic Investors, NFPsWhy should you join Perpetual?Perpetual is one of Australia’s leading financial institutions because for over 130 years we have been putting our clients first and offering an environment where diversity of thought is encouraged. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. This makes Perpetual a great place to work – a place where you can grow, thrive and make a difference in people's lives. Our culture is underpinned by our three core values: Excellence – delivering exceptional outcomes; Integrity – doing what’s right; and Partnership – succeeding together. We will continue to earn the trust of our clients in everything we do by staying true to our core values and financial principles.Our vision is for a better, more equal Australia, where every child can go to school, grow up, have a job and make a contribution. Where every community is safe to live, work and play. As a corporate leader, we are committed to diversity and inclusion and recognise our social and economic responsibility to create opportunities for greater participation in the economy by all Australians.For the third year running, Perpetual has been recognised by The Workplace Gender Equality Agency (WGEA) for being an employer who is committed to promoting gender equality in Australian workplaces. We are proud to be acknowledged for a culture where diverse backgrounds and perspectives are respected and everyone has a voice.What’s in it for you?When it comes to our employee benefits, we have everything you'd expect, and more. What would you do with an additional week’s leave each year?An employee share plan and discounted financial advice?How about the flexibility to balance work and family life?Not to mention parental leave and a return to work bonus.There’s only one way to find out – join the team at Perpetual!


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