Jobs at Perpetual

Partner with advisers to prepare high-quality Statements of Advice and Records of Advice, perform financial modelling and cash flow analysis, meet productivity and quality targets, support risk and compliance, and identify process improvements to deliver tailored investment and advice strategies for clients.

Provide paraplanning and advisory support to Partners and Senior Advisers: prepare client meeting materials, draft strategies and financial modelling, coordinate documentation, produce annual reviews and new business plans, and participate in client meetings to deliver a high-quality client experience.

Lead and manage the Investment Operations team to deliver strategic and operational initiatives, improve efficiency, govern transitional service arrangements, drive client-centric service, and contribute to broader operations strategy for Perpetual Wealth Management.

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.

Lead and manage a team delivering 24x7 service desk and onsite concierge services. Oversee workplace services including end-user devices, endpoint management, collaboration platforms and AV/VC support. Maintain knowledge base, track hardware/software inventory, monitor KPIs, ensure compliance, drive process improvement and staff development, and coordinate workforce planning and vendor interactions to meet service level targets.

Support investment presentations, competitor analysis, performance reporting, portfolio analysis and research. Provide accurate investment information to stakeholders, assist with ESG and risk analysis projects, and help adopt new tools and process improvements.

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.

Manage end-to-end payroll for ~500 employees, ensuring accuracy, compliance and service excellence. Lead payroll operations and team, improve processes/systems, partner with Finance and People & Culture to resolve payroll and remuneration matters and deliver reporting and reconciliations.

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

Manage and secure cloud and on-prem network infrastructure, optimise firewalls and SD-WAN, provide L2/L3 operational support, automate deployments with IaC, collaborate on cloud networking architecture, and participate in a 24x7 on-call roster and incident reviews.

A 12-month graduate paraplanning program in wealth management offering structured learning, hands-on paraplanning support for advisers across superannuation, investments, insurance, tax, estate planning and philanthropy, early responsibility, networking opportunities, and potential progression across business units.

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.

Support a Senior Financial Adviser in delivering tailored wealth management advice to high-net-worth clients. Manage client engagement lifecycle, prepare advice materials and modelling inputs, coordinate meetings and implementation, maintain records and compliance, act as day-to-day client contact, and contribute to process improvements within a pod-based team.

Coordinate and execute marketing campaigns, client and internal events, email communications, digital and social updates, collateral and supplier management, compliance approvals, reporting, and stakeholder engagement to support the Perpetual Wealth marketing team.

Support end-to-end product lifecycle for asset management funds: implement product changes, maintain product processes and data, assist with governance, regulatory and board reporting, prepare product documentation, and collaborate with stakeholders to deliver product enhancements.

Support month-end accounting, revenue/cash/debtor and investment accounting, prepare reconciliations and financial reports, assist with statutory audit, drive process improvements and finance system projects, and provide stakeholder support for ad-hoc accounting and reporting queries.

Lead the design and delivery of secure, modern workplace solutions using Microsoft technologies and mentor junior team members. Responsible for developing designs, delivering solutions, and managing L3 support.

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.