AddressPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.
Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 200 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.
About the Role
Working directly to support one of the Perks Private Wealth (PPW) Directors, the Associate Adviser is responsible for proactively managing the advice delivery process from end to end for a designated client base.
In this position, you will learn to develop effective advice strategies to build and protect client wealth. In collaboration with the Paraplanners and Client Service Manager, you will drive the process to coordinate quality, comprehensive and tax effective plans for our clients in areas including investment and superannuation. For the right individual, this position will provide a pathway to an Adviser position.
Responsibilities
- Support the Director/Adviser in delivering comprehensive financial advice to clients
- Prepare for client review meetings, considering existing and new financial planning strategies and preparation of basic SOA’s for superannuation contributions, pension commencement and investment strategies
- Utilise financial planning software (XPLAN) to produce cash flow and financial modelling scenarios for client review meetings and advice documents
- Collaborate with the Director/Adviser in preparing investment recommendations
- Manage ongoing advice and review tasks, and direct workflow in consultation with the Client Service Manager
- Respond to client queries where necessary, acting as a secondary point of contact
- Establish and maintain rapport with clients
- Diploma of Financial Planning (required), & completion or commencement of a FASEA approved bachelor degree
- 2-3+ years’ experience in a professional services environment within Paraplanning or Client Services
- Exceptional verbal and written communication skills
- Strong numerical and analytical skills
- Organised, with the ability to prioritise and manage conflicting deadlines.
- Willingness to learn, high levels of initiative and an enthusiastic team player
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you’d like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you’ll feel right at home at Perks.
Some of the benefits include:
• An industry competitive salary package with annual review process
• Flexible working arrangements
• Training and development opportunities
• Wellbeing initiatives (e.g., EAP access, sick leave swaps)
• Opportunities to contribute to the broader community (e.g., volunteering)
• Regular social & networking events
Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.
If you have any questions please contact Kirsty MacPhail, Talent Acquisition Specialist at ***********@perks.com.au
