Senior Associate, Priority Life

• 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

As a Senior Associate, you'll play a critical role in supporting the end-to-end advice process, including:

• 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, SharePoint 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.

Ready to make an impact?

Apply today and join a team dedicated to helping clients protect their financial future.

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

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.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.