{bc}
Apply
workday

Senior Associate, Priority Life

Perpetual Limited
Melbourne, AUS
Full-time
Senior · 2+ years experience
Onsite
Discovered 1 weeks ago

Full Job Posting

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.

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Perpetual Limited

Senior Manager, Trust Management – Perpetual Corporate Trust

Sydney, AUS

Discovered TodayFull-time

Senior Manager Financial Crime

Sydney, AUS

Discovered TodayFull-time

Client Associate, Wholesale Trustee – Perpetual Corporate Trust

Sydney, AUS

Discovered 4 days agoFull-time

Associate Partner, Fordham

Melbourne, AUS

Discovered 4 days agoPart-time

Accounting Manager, Managed Funds Services – Perpetual Corporate Trust

Sydney, AUS

Discovered 1 weeks agoFull-time

Accounting Manager, Managed Funds Services - Perpetual Corporate Trust

Sydney, AUS

Discovered 1 weeks agoFull-time

Senior Disclosure Manager – Perpetual Corporate Trust

Sydney, AUS

Discovered 2 weeks agoFull-time

Accountant, Fordham

Melbourne, AUS

Discovered 2 weeks agoFull-time