Senior Associate, Priority Life

Perpetual Limited; City of Melbourne; Remote; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Work from anywhere in Australia

Wellbeing and study support

Job summary

Perpetual Wealth, part of our Priority Life team, seeks a Senior Associate to back Risk Advisers with insurance documentation, underwriting coordination and client service excellence.

You will engage with advisers, clients and insurer partners in a fast-paced environment, maintaining accuracy and compliance across systems while supporting ongoing portfolio management.

Qualifications

• 2+ years of experience in risk advice, paraplanning or similar financial services role.
• Knowledge of personal risk insurance products including Life, TPD, Trauma and Income Protection.
• Experience using Xplan with Risk Researcher, Tasks and SOA Wizard.
• Strong attention to detail and good compliance understanding.

Responsibilities

• Prepare client documentation, insurance research, quotes, applications, SOA and compliance docs.
• Coordinate underwriting requirements, medicals, insurer requests and policy implementation.
• Support advisers with ongoing management of client insurance portfolios.
• Respond to client enquiries and deliver outstanding service.
• Maintain records across Xplan, SharePoint and internal systems.
• Manage workflow to ensure timely, accurate advice documentation.
• Build relationships with advisers, clients, insurers and external providers.

Skills

Risk advice

Paraplanning

Client service

Documentation

Attention to detail

Compliance awareness

Tools

Xplan

Risk Researcher

SOA Wizard

SharePoint

Job description

Join a team that helps Australians protect what matters most.

At Perpetual Wealth, we believe great financial advice can transform lives. As part of our Priority Life business, we're looking for an experienced Senior Associate to support our Risk Advisers in delivering exceptional client outcomes and high-quality insurance advice solutions.

This is an excellent opportunity for someone with a background in risk advice, paraplanning, or financial services administration who enjoys working closely with advisers, clients, insurer partners, and internal stakeholders in a fast-paced, collaborative environment.

What you'll do

• 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.

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

• 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