Senior Financial Adviser, Perpetual Wealth Management

Senior Financial Adviser, Perpetual Wealth ManagementAdd expected salary to your profile for insights

More Time Off for What Matters : Enjoy up to 6 weeks of leave

Flexible Work Environment : Work where you work best - whether in the office or from home

Play a pivotal role in transforming clients' financial futures, combining expert retirement planning with dedicated support, backed by the resources and expertise of the Perpetual Group.

Perpetual Group is an ASX-listed company (ASX : PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses : Asset Management, Wealth Management and Corporate Trust.

An exciting opportunity to be part of the Jacaranda Financial Planning Business and make a meaningful impact by helping clients shape their financial futures as they begin their retirement planning journey.

About Jacaranda Financial Planning

At Jacaranda Financial Planning, we specialise in optimising superannuation and retirement outcomes. As a part of Perpetual Wealth Management, our team of professional advisers is dedicated to enhancing clients' financial confidence and prosperity. We deliver this by adopting a warm, engaging approach that's grounded in clarity, quality, and client-centered guidance. Our advisers simplify complex financial concepts, making a meaningful difference in clients' lives.

About the Role

Join Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence. In this role, you will :

Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.

Provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.

Collaborate with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.

Conduct detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.

Build long-term client relationships, offering ongoing support and straightforward financial guidance.

Stay abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.

About You

We're looking for someone with :

A bachelor's degree in finance, Economics, Business, or a related field.

A minimum of 5 years' experience in providing personal financial advice specialising in superannuation and retirement planning.

Proven expertise in investment strategies, estate planning, and tax-effective approaches.

Excellent communication skills, capable of explaining complex financial concepts in clear, accessible language.

Strong analytical and problem-solving abilities, with a proactive approach to delivering client-centered solutions.

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

Diversity and inclusion 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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

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.

Unlock job insightsSalary match Number of applicants Skills match

A widely-recognised and respected financial services organisation, Perpetual is one of Australia's largest independent wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Our clients include Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.

Perpetual Investments is one of Australia's most highly regarded and awarded investment managers, providing a broad range of investment strategies and products to individuals, advisers and institutions. We manage money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income.

Our disciplined investment process has been tested and proven for nearly 50 years. We actively manage investments based on fundamental research and analysis of quality, value and risk. Our aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return.

Source : this is an extract from the company's own website

A widely-recognised and respected financial services organisation, Perpetual is one of Australia's largest independent wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Our clients include Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families.

Perpetual Investments is one of Australia's most highly regarded and awarded investment managers, providing a broad range of investment strategies and products to individuals, advisers and institutions. We manage money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income.

Our disciplined investment process has been tested and proven for nearly 50 years. We actively manage investments based on fundamental research and analysis of quality, value and risk. Our aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return.

Source : this is an extract from the company's own website

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