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Posted 9d ago
PRIVATE CLIENT ADVISER
Equity Trustees
Adelaide SA 5000•Full time
$90k - $120k
KEY POINTS WE FOUND
- Provide trusted financial advice to clients during significant life transitions.
- Build and grow the Private Client advice offering through relationship-led business development.
- Collaborate with internal stakeholders to deliver holistic wealth management and investment advice.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Adelaide SA•Full time
$90k - $120k
KEY POINTS WE FOUND
- Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
- Collaborate with team members to formulate advice strategies and generate tailored advice documents.
- Lead and coach junior team members while preparing financial calculations and attending client meetings.