Integration Analyst - Perpetual Wealth

Perpetual; Sydney; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Work from anywhere in Australia up to

Annual wellbeing allowance

Study support and professional growth

Job summary

Perpetual Wealth seeks an Integration Analyst for a 12 month contract to support onboarding and integration of new advisers into Perpetual Private. Working with the Integration Manager, you will coordinate onboarding activities, manage milestones and ensure a seamless introduction to the business for advisers in a fast-paced, regulated environment.

You will bring wealth-management experience, strong stakeholder engagement and a proactive, detail-oriented approach to deliver adviser onboarding

Qualifications

• Two+ years in wealth management with financial advice.
• Experience supporting adviser onboarding or project coordination.
• Knowledge of regulatory framework for personal financial advice.
• Knowledge of Australian platform landscape including investment/superannuation platforms.

Responsibilities

• Coordinate adviser onboarding milestones to ensure timely completion.
• Develop tailored onboarding and transition plans for advisers.
• Own assigned onboarding milestones and drive to completion.
• Coordinate onboarding training requirements to support advisers.
• Curate and improve onboarding collateral to support onboarding efficiency.

Skills

Wealth management

Stakeholder coordination

Regulatory knowledge

Education

Accounting / Economics / Business / Law degree

Tools

Macquarie Wrap

Netwealth

Job description

Perpetual Wealth is seeking an experienced and highly organised Integration Analyst, 12 month contract position to support the successful onboarding and integration of newly appointed advisers into Perpetual Private.

Working closely with the Integration Manager, this role will help coordinate onboarding activities, manage key milestones, and ensure advisers receive a seamless introduction to the business. You will play an important role in delivering a consistent adviser experience through effective project coordination, stakeholder engagement, process improvement and operational support.

This is an excellent opportunity for someone with experience in wealth management, financial advice operations, adviser onboarding or project coordination who enjoys working in a fast-paced, client-focused and highly regulated environment.

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.

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.
• Have experience working with Macquarie wrap and Netwealth platforms
• 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.
• 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.