- More time off for the things that matter - Up to 6 weeks' leave
- Work where we work best - Hybrid office/work-from-home environment
Jacaranda Financial Planning provides high quality investment and strategic advice to the mass affluent pre-retirement segment of the Wealth Management market.
About the role
- 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
- Working towards a FASEA approved pathway/ FASEA relevant degree / Adv Diploma Financial Planning / Financial Services or equivalent
- Minimum 5 years financial planning experience
- Business development skills/strong networks in aligned specialist segment
- Provision of financial advice to specific client segment
- Strong relationship building skills
- Excellent written and verbal communication skills
Behaviours
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
- 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.