Associate, Perpetual Wealth Management

Build a long-term career at the heart of client advice

At Perpetual Wealth Management, we believe that exceptional client outcomes are built on strong, enduring relationships—and that includes the talented professionals who support our advisers every day.

Our Wealth Management business consists of four trusted brands: Perpetual Private, Fordham, Jacaranda Financial Planning and Priority Life, providing a unique combination of wealth management, financial advice and trustee services. We support individuals, families, businesses, not-for-profit organisations and First Nations communities across Australia with advice spanning superannuation, retirement planning, investments, insurance, estate planning, tax management, aged care and philanthropy.

About the Opportunity

We are seeking an experienced and dedicated Associate to join our Perth team and work closely with a team of Senior Financial Advisers, Financial Advisers and Associates supporting a portfolio of High-Net-Worth, NFP and First Nations clients.

This opportunity will suit someone who enjoys the Associate profession and is looking to build a long-term, rewarding career in a specialist client support role.

As a valued member of the advice team, you will be at the centre of the client relationship, playing a critical role in ensuring an outstanding client experience and the seamless delivery of tailored financial advice. Your expertise, attention to detail and commitment to service excellence will make you a trusted and highly respected member of the team.

Why This Role?

We recognise the significant value that experienced Associates bring to our business and our clients.

You will thrive in this role if you:

• Enjoy building trusted relationships with clients and stakeholders

• Take pride in delivering exceptional client service

• Prefer a specialist support and relationship management career path

• Value stability, collaboration and being part of a high-performing team

• Enjoy coordinating complex advice processes and seeing matters through to completion

• Appreciate working alongside experienced advisers while remaining focused on your own professional strengths and expertise

Key Responsibilities

• Partner closely with advisers, Paraplanners and Operations teams to deliver exceptional client outcomes

• Act as a key point of contact for clients, providing responsive and professional service

• Support advisers in client meetings and follow-up activities

• Manage the end-to-end client engagement process, from preparation through to implementation

• Coordinate client meetings, documentation and workflow activities to ensure a seamless experience

• Assist with fact-finds, strategy preparation and advice implementation

• Prepare and review client correspondence and documentation with a high degree of accuracy

• Maintain client records and ensure compliance with regulatory and internal requirements

• Monitor actions, manage timelines and ensure agreed outcomes are delivered

• Contribute to continuous improvement initiatives and operational excellence across the team

About You

You are an experienced Associate or Client Services professional who is passionate about wealth management and enjoys being a trusted partner within an advice team.

You will bring:

• Previous experience in a Financial Planning Associate, Client Services or Adviser Support role

• A strong understanding of financial planning practices and advice processes

• Exceptional client relationship and stakeholder management skills

• Outstanding organisational skills and attention to detail

• The ability to manage multiple priorities in a fast-paced environment

• A collaborative approach and desire to be part of a successful, long-standing team

• A commitment to building a long-term career supporting advisers and clients

Why Perpetual?

At Perpetual, you'll join one of Australia's most respected wealth management businesses, supporting sophisticated clients while working in a collaborative and professional environment where the Associate role is genuinely valued.

If you are seeking a long-term career where you can leverage your expertise, build meaningful client relationships and become an integral part of a successful advice team, we would love to hear from you.

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.