AddressMore time off for the things that matter - Up to 6 weeks' leave
Competitive salary package | Flexible working | Modern CBD offices.
Be challenged and supported to grow
Perpetual Private wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.
As a Business Improvement Analyst within Perpetual Private the role is focused on supporting and undertaking Business Improvement initiatives in order to improve client experience and achieve operational excellence.
About the role
Apply process improvement methodology to identify continuous improvement opportunities to improve practices and outcomes
Facilitate workshops with Subject Matter Experts, identify pain points and recommend solutions together with defining implementation approaches
Gather and analyse data as required to form insights
Support the implementation of process changes
Document processes following the process change
Train staff on process documentation, process management and systems
About you
Tertiary qualifications or equivalent industry experience
Certificate qualification in project/process improvement methodology preferable (e.g. PMP/PRINCE/Lean/Six Sigma)
Minimum of 2 years' financial services experience
Investment or financial services experience/knowledge
Minimum of 1-2 years' experience in Business Improvement, project management and/or business analysis
Excellent analytical, problem-solving and stakeholder management skills
Excellent verbal and written communication skills
Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Access to LinkedIn learning, study support and commitment to supporting professional development
Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.
We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual strongly encourages our employees to be vaccinated for the safety of our team and stakeholders. Some governments require employees to be up to date with their vaccinations against COVID-19 or have a current medical exemption to be able to attend a Perpetual office or attend a face to face meeting. Other roles may also require that full vaccination is maintained for the safety and well-being of our clients. We will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.
