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Financial Adviser

Perth WA 6000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Deliver high-volume intrafund and retirement advice primarily over the phone.
Conduct thorough online fact-finding to understand client circumstances and goals.
Build and maintain strong relationships with internal and external referral partners.

Senior Paraplanner, Perpetual Wealth Management

Perpetual Limited

Perth WA 6000•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
Collaborate with team members to formulate advice strategies and generate tailored advice documents.
Lead and coach junior team members while preparing financial calculations and attending client meetings.