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    Senior Financial Adviser - Sydney, Australia - Perpetual Limited

    Perpetual Limited
    Perpetual Limited Sydney, Australia

    1 day ago

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    Description

    More time off for the things that matter - Up to 6 weeks' leave

    Work where we work best - Hybrid office/work-from-home environment

    The wealth management business comprises several distinct specialist businesses offering a unique mix of wealth management, advice, and trustee services throughout Australia, catering to individuals, families, businesses, not-for-profit organizations, and Indigenous communities. Each business offers a diverse range of capabilities:

    • Perpetual Private: Provides strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning, and philanthropy.
    • Fordham: Manages private business owners and their families, focusing on building and protecting wealth.
    • Jacaranda Financial Planning: Offers high-quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market.
    • Priority Life: Specializes in insurance for medical specialists and other professionals across Australia.

    About the role:

    • Prepare and present strategic financial plans to prospective clients and provide ongoing reviews to existing clients.
    • Provide expertise and support to a specific market segment.
    • Develop new business through prospecting activities and converting leads from various sources.
    • Participate in seminars and follow up on leads as needed.
    • Maintain strong relationships with clients and seek referrals.
    • Cross-sell advisory services and product opportunities to the client base.

    About you:

    • Relevant financial planning qualifications.
    • Minimum 5 years of experience in financial planning.
    • Strong business development skills and networks.
    • Experience in providing financial advice to a specific client segment.
    • Excellent communication and relationship building skills.

    Behaviors:

    Our culture is defined by three key behaviors: Stretch, Own It, Make an Impact.

    Employee benefits:

    • Remote work options for up to one month per year.
    • Annual allowance for personal well-being.
    • Access to professional development resources.
    • Support Indigenous organizations through a secondment program.

    Diversity and inclusion:

    • Recognized for gender equality.
    • Commitment to Diversity and Inclusion through a comprehensive strategy.
    • Employee-led networks promoting awareness and change.
    • Support for Indigenous communities.
    • Inclusive workplace that welcomes diversity across backgrounds and communities.

    Perpetual is a reputable financial services company with a long history of serving clients since 1886, with a focus on protecting and growing wealth for generations.

    Our People:

    Our team embodies our enterprise behaviors and is dedicated to making a difference in our clients' lives through expertise, teamwork, and integrity.

    Our History:

    Founded in 1886, Perpetual Trustee Company has been entrusted by Australians for generations to manage and protect their wealth, adapting to various challenges throughout time while upholding core values and financial principles.

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