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Integration Analyst – Perpetual Wealth Management

Perpetual Limited
Sydney, AUS
Full-time
Mid
Onsite
Discovered 2 weeks ago
Salesforce

Full Job Posting

Key responsibilities

  • In this role, you will:
  • Support the completion of pre-day-one adviser onboarding activities to help ensure a smooth commencement experience.
  • Assist in the development of tailored onboarding and transition plans for newly appointed advisers.
  • Take ownership of assigned milestones within adviser onboarding plans and drive these through to completion.
  • Coordinate onboarding training requirements to support advisers as they integrate into the business.
  • Curate, maintain and improve onboarding collateral to support efficient and effective adviser onboarding.
  • Work with internal stakeholders to identify and resolve delays that may impact a seamless onboarding experience.
  • Support continuous improvement across adviser onboarding processes and operational workflows.
  • About you
  • You will be a proactive, detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.
  • You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.
  • Essential skills and experience
  • To be successful in this role, you will bring:
  • Two plus years’ experience working within a wealth management business that provides financial advice.
  • Experience supporting adviser onboarding, ideally from a project planning, implementation, operational or client relationship management perspective.
  • Knowledge of the regulatory framework as it relates to the provision of personal financial advice to retail clients.
  • A demonstrated knowledge of the Australian platform landscape, including investment and superannuation/pension platforms.
  • A degree in Accounting, Economics, Business, Law or a related field.
  • Desirable skills and experience
  • The following experience would be highly regarded:
  • Experience working with third-party supplier relationships.
  • Familiarity with Salesforce and/or Xplan.
  • Qualifications in change management, project management and/or financial advice.
  • Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.
  • 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.
  • 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

Qualifications

  • You will be a proactive, detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.
  • You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.
  • Essential skills and experience
  • Two plus years’ experience working within a wealth management business that provides financial advice.
  • Experience supporting adviser onboarding, ideally from a project planning, implementation, operational or client relationship management perspective.
  • Knowledge of the regulatory framework as it relates to the provision of personal financial advice to retail clients.
  • A demonstrated knowledge of the Australian platform landscape, including investment and superannuation/pension platforms.
  • A degree in Accounting, Economics, Business, Law or a related field.
  • Desirable skills and experience
  • Experience working with third-party supplier relationships.
  • Familiarity with Salesforce and/or Xplan.
  • Qualifications in change management, project management and/or financial advice.
  • Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.

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