Jobs at Perpetual

The Senior Financial Accountant owns month-end accounting, general ledger integrity, balance sheet controls, reconciliations, statutory reporting, audit support, and technical accounting documentation. The role also supports finance transformation, system implementations, process improvements, data quality, and stakeholder issue resolution. Candidates need strong technical accounting expertise, financial services experience, CA or CPA qualification, and proficiency with Workday or comparable finance systems and Microsoft Excel.

Provides executive and team support to the Head of Equities and a 25-person investment team. Responsibilities include diary and inbox management, travel coordination, expense reconciliation, meetings and events, stakeholder communication, office operations, visitor management, onboarding, and confidential administrative projects.

Support and maintain data-focused customer applications by monitoring systems, resolving production incidents, managing service requests, and improving application reliability, scalability, security, and maintainability. The role involves collaboration with engineering teams, customers, vendors, and service providers, as well as application enhancements, documentation, audit support, and guidance for junior and offshore team members.

Lead Perpetual Wealth’s digital marketing capability, including website strategy, content management, SEO, conversion optimisation, analytics, marketing technology, lead generation, and customer journey improvement. Manage Optimizely-based digital experiences, A/B testing, campaigns, reporting, and governance while partnering with technology teams, agencies, and senior stakeholders to drive measurable business growth and client acquisition.

Prepare and review financial statements and tax returns for diverse entities, develop tax-planning strategies, support business performance and wealth engagements, and supervise junior staff. The role requires Australian public-practice accounting experience, knowledge of taxation matters including Division 7A, GST, FBT and SMSFs, and progress toward or completion of CA or CPA qualifications.

Prepare financial statements and tax returns for individuals and various entity types, complete tax compliance calculations, develop tax planning strategies, and research tax, structuring, wealth, and asset protection matters. The role involves collaborating with colleagues, identifying risks, communicating clearly, and delivering commercially relevant outcomes to Australian business clients.

Prepare financial statements and tax returns for individuals, partnerships, trusts, companies, and SMSFs. Complete Australian tax compliance calculations, including Division 7A, FBT, CGT, payroll, and indirect taxes. Develop tax planning strategies, research business structuring and wealth matters, identify risks, and collaborate with colleagues to deliver practical client outcomes.

Translate investment philosophy, research, and market insights into practical solutions for advisers and clients. Advise on portfolio construction, manager selection, asset allocation, and performance; deliver investment training, presentations, research, communications, and sales collateral. Present recommendations to clients, boards, and investment committees, and manage relationships with external research houses. The role requires strong investment knowledge, analytical and modelling skills, client communication abilities, and experience in financial advice or investment-related roles.

Supports statutory financial statements, month-end and year-end close, reconciliations, group reporting, technical accounting, budgeting, forecasting, audit coordination, financial controls, and reporting to management, the Board, regulators, and external stakeholders. The role also contributes to accounting policy updates, new accounting standard implementation, process improvements, and finance system efficiencies within an ASX-listed financial services organization.

Lead the ServiceNow ITSM platform for Perpetual Wealth by owning its strategy, roadmap, governance, configuration, development, documentation, support model, and continuous improvement. The role manages end-to-end solution delivery, defines product metrics, ensures platform compliance and performance, coordinates internal stakeholders and developers, and oversees the external ServiceNow partner. It also provides technical guidance, supports business process enhancements, and leads junior resources.

As a Paraplanner, you will support Advisors by generating tailored advice documents, conducting financial calculations, and collaborating with the team to enhance client outcomes.

Responsible for driving growth across NSW private wealth accounts by executing strategies, building relationships, and maintaining high account management standards.

Provides administrative support to financial advisers, including preparing paperwork, maintaining client accounts and data, processing payments, coordinating review materials, updating compliance records, and managing communications. The role also involves general office administration, maintaining service quality, identifying process improvements, and supporting client trust and regulatory compliance within a wealth management environment.

Conduct investment manager and opportunity research across real assets, equities, growth alternatives, private markets, and responsible investment strategies. Maintain the Approved Product List, support portfolio construction and model portfolio management, and contribute to asset allocation, investment strategy, and House View discussions. Prepare research recommendations for investment committees and board papers, while providing investment communications, presentations, and technical support to advisers and clients.

Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.

Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.

Support month-end accounting and reporting, prepare general ledger and balance sheet reconciliations, administer trust accounts to APES 310 standards, assist management reporting, handle accounts payable queries, and contribute to finance process, systems and control improvements.

The Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.

Lead and grow Priority Life's risk advice business by managing advisers, protecting and expanding the insurance book, overseeing underwriting and claims, building referral and client relationships, and supporting strategic decisions and operations.