Address- More time off for the things that matter - Up to 6 weeks' leave
- Career progression opportunities
- Competitive salary package and modern CBD offices.
As a Senior Financial Adviser at Perpetual, your role is focused on providing professional and high-quality financial planning services to all new and existing Perpetual Private clients within the National Medical Segment
Sounds interesting? Here are some specifics about the opportunity:
- Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients
- Provide expertise & support to a specific market segment
- Develop new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partners
- Participate in & conduct seminars organised by Perpetual Private & follow up leads as required
- Maintain deep advice relationships with existing clients and seek referrals from these clients
- Cross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client base
- Collaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sources
To be considered for this opportunity, your qualifications, skills and experience could include:
- Minimum 5 years financial planning experience
- Experience working with the medical segment focusing on insurance, investment and superannuation, desirable
- Business development skills/strong networks in the Medical Segment
- Provision of financial advice to specific client segment
- Strong relationship building skills
- Excellent written and verbal communication skills
Between Friday, December 22nd to Thursday, January 11 January, our teams at Perpetual are taking a break, including our Talent Acquisition team. Should you apply during this period, a member of our Talent Acquisition will review your application after Thursday 11 January 2024.
Our opportunity
We'd love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?
You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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.
