Associate Financial Adviser, Perpetual Wealth

Support Partners and Senior Financial Advisers with client deliverables, including ad-hoc papers, reporting, meeting preparation, and follow-up. Attend and actively participate in client meetings to support the provision of a highly personal and compelling client experience. Arrange and coordinate documentation for client meetings while overseeing the preparation of annual reviews and new business plans. This includes developing draft strategies, financial modelling, and other inputs needed to complete advice instructions, letters of engagement, and portfolio transitions. The role requires 2-3 years' experience in paraplanning or related financial services and is based in Jacaranda, Australia.