At a Glance
- Tasks: Support Risk Advisers in delivering top-notch insurance advice and client outcomes.
- Company: Join Perpetual Wealth, a leader in financial advice with a supportive culture.
- Benefits: Work remotely for a month each year, plus study support and wellbeing allowance.
- Other info: Inclusive workplace that values diversity and offers excellent career growth.
- Why this job: Make a real impact while helping Australians protect what matters most.
- Qualifications: 2+ years in risk advice or financial services, with strong organisational skills.
The predicted salary is between 63000 - 77000 $ per year.
Join a team that helps Australians protect what matters most.
At Perpetual Wealth, we believe great financial advice can transform lives. As part of our Priority Life business, we're looking for an experienced
Senior Associate to support our Risk Advisers in delivering exceptional client outcomes and high-quality insurance advice solutions.
This is an excellent opportunity for someone with a background in risk advice, paraplanning, or financial services administration who enjoys working closely with advisers, clients, insurer partners, and internal stakeholders in a fast-paced, collaborative environment.
What you'll do
- Preparing client documentation, insurance research, quotes, applications, Statements of Advice and compliance documentation.
- Managing underwriting requirements and coordinating medicals, insurer requests and policy implementation.
- Supporting advisers with the ongoing management of existing client insurance portfolios.
- Responding to client enquiries and delivering outstanding service.
- Maintaining accurate records across Xplan, Share Point and internal systems.
- Managing your workflow to ensure advice documentation is delivered accurately and on time.
- Building effective relationships with advisers, clients, insurers and external providers.
- What you'll bring
We're looking for someone who combines technical knowledge with strong organisational and relationship-building skills.
You'll ideally have
- At least 2 years' experience in a risk advice, paraplanning or similar financial services role.
- Knowledge of personal risk insurance products including Life, TPD, Trauma and Income Protection.
- Experience using Xplan, including familiarity with Risk Researcher, Tasks and SOA Wizard.
- Strong attention to detail and an understanding of compliance requirements.
Why Perpetual Wealth?
At Perpetual Wealth, you'll be part of an organisation with a long-standing reputation for helping clients create, grow and protect their wealth.
You'll work alongside experienced advisers and industry professionals in a supportive environment that encourages learning, development and career progression.
We are committed to creating an inclusive workplace where everyone can thrive and make a meaningful contribution.
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
- 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
- Study support and commitment to supporting professional development
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Senior Associate in Adelaide employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.
