_{19th June, 2025}

About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 250 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.
  
About the Role
Working directly to support one of the Perks Private Wealth (PPW) Directors, the Adviser is responsible for proactively managing the advice delivery process from end to end for a designated client base.

In this position, you will implement effective advice strategies to build and protect client wealth. In collaboration with the Paraplanners and Client Service Manager, you will drive the process to coordinate quality, comprehensive and tax effective plans for our clients in areas including investment and superannuation.

You’ll be introduced to existing clients, allowing you to gradually build and manage your own portfolio with the support and mentorship of the Director. This position provides a clear pathway to becoming a fully-developed Adviser, with mentoring and exposure to complex client scenarios that will accelerate your development.

Responsibilities

• Work in collaboration with the Director to deliver comprehensive financial advice to clients, including preparation of investment recommendations
• Prepare for client review meetings, considering existing and new financial planning strategies and preparation of basic SOA’s for superannuation contributions, pension commencement and investment strategies
• Utilise financial planning software (XPLAN) to produce cash flow and financial modelling scenarios for client review meetings and advice documents
• Manage ongoing advice and review tasks, and direct workflow in consultation with the Client Service Manager
• Respond to client queries where necessary, acting as a secondary point of contact initially and gradually transitioning to the first point of contact for select clients
• Establish and maintain rapport with clients

Skills and Experience
Some of the skills and attributes that you would bring to the role include:

• Completion of a FASEA approved bachelor’s degree
• 1-2+ years’ experience in a professional services environment within an Associate Adviser position. Previous experience in Paraplanning or Client Services will be looked on favourably
• Exceptional verbal and written communication skills
• Strong numerical and analytical skills
• Organised, with the ability to prioritise and manage conflicting deadlines.
• Willingness to learn, high levels of initiative and an enthusiastic team player

Culture and Benefits 
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you’d like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you’ll feel right at home at Perks.
  
Some of the benefits include:

• An industry competitive salary package with annual review process
• Flexible working arrangements
• Training and development opportunities
• Wellbeing initiatives to support your physical, mental, and financial health, including flexible work arrangements, wellness programs and access to professional counselling
• Opportunities to contribute to the broader community (e.g., volunteering)
• Regular social & networking events 

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.
  
If you have any questions please contact Kirsty MacPhail, Talent Acquisition Specialist at recruitment@perks.com.au.

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