Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
This is an opportunity to join the team at Perpetual Private as an Associate, working closely with a Senior Financial Adviser and Financial Adviser supporting in the delivery of professional and high-quality financial planning services to High-Net-Worth clients.
Sitting at the centre of the advice relationship, you’ll play a critical role in supporting the delivery of tailored financial strategies to a sophisticated client base. You’ll partner across the pod to ensure seamless execution—from client engagement and strategy preparation through to implementation and ongoing service.
This is a role for someone who thrives in a high-performance, client-centric environment and enjoys combining technical capability with operational excellence.
Partnering with stakeholders, work closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes
We’re looking for a dynamic and proactive individual who takes ownership and pride in delivering exceptional client outcomes. You will bring:
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.
