Wealth Onboarding & Integration Analyst (Remote 1mo/yr)

Perpetual Limited; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work across Australia

Annual wellbeing allowance

Study support

Professional development

Job summary

Perpetual Wealth in Sydney is seeking an experienced Integration Analyst for a 12-month contract to support onboarding and integration of newly appointed advisers into Perpetual Private. You will coordinate onboarding activities, manage milestones, and ensure advisers receive a seamless introduction to the business.

You will work with the Integration Manager to deliver a consistent adviser experience in a fast-paced, highly regulated wealth management environment, applying analytical and

Qualifications

• Two plus years in a wealth management business that provides financial advice.
• Experience supporting adviser onboarding, ideally from a project planning, implementation, or client relationship management perspective.
• Knowledge of the regulatory framework as it relates to personal financial advice for retail clients.
• Knowledge of Australian platform landscape, including investment and superannuation/pension platforms.

Responsibilities

• Support the completion of pre-day-one adviser onboarding activities to ensure a smooth start.
• Assist in developing tailored onboarding and transition plans for advisers.
• Take ownership of assigned milestones within onboarding plans and drive them to completion.
• Coordinate onboarding training requirements for advisers as they integrate into the business.
• Curate, maintain and improve onboarding collateral to support efficient onboarding.

Skills

Analytical skills

Communication

Problem-solving

Stakeholder management

Education

Bachelor's degree in Accounting, Economics, Business, Law or related field

Tools

Macquarie Wrap

Netwealth

Job description

Perpetual Wealth in Sydney is seeking an experienced Integration Analyst for a 12-month contract to support onboarding and integration of newly appointed advisers into Perpetual Private. You will coordinate onboarding activities, manage milestones, and ensure advisers receive a seamless introduction to the business.

You will work with the Integration Manager to deliver a consistent adviser experience in a fast-paced, highly regulated wealth management environment, applying analytical and