A Fresh Start for the New Year
Perpetual 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.
Why You’ll Love Working Here
Extra time off: Up to 6 weeks’ leave so you can truly recharge
Hybrid working: Balance home and office life in a way that works for you
Inclusive culture: We celebrate diversity and flexibility every day
Career growth: We’ll back you with training and development opportunities
Meaningful work: Help clients make a positive impact
Location: Perth
Work Type: Permanent, Full-time
Flexible Work: Hybrid – 3 days in Office
About the Role
As an Associate, the role is focused on providing professional and high-quality support to our advice team and supporting new and existing Perpetual Private HNW clients.
About You
Minimum 2 years' experience in paraplanning or related financial services experience
Experience in a client facing role
Excellent verbal and written communication skills
By applying through this EOI, you will join our growing talent pool and be able to connect with our dedicated Talent Acquisition team to discuss opportunities linking your skills with Perpetual’s vision to build legacies for generations to come.
Submit your Expression of Interest via Workday
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
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