Senior Legal Counsel - Perpetual Wealth Management

• Flexible Work Environment: Work where we work best – whether in the office or from home

• Work across Perpetual Wealth Management offering high quality legal services, support and solutions

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. 

About the Role 

As Senior Legal Counsel for Perpetual Wealth Management, you will partner with key internal business partners, ensuring a high level of customer service to Perpetual Wealth Management’s clients and potential clients. You will deliver legal advice, solutions and outcomes within agreed timeframes, in all aspects in which Perpetual acts in various fiduciary capacities such as trustee, financial manager or administrator and executor in all jurisdictions across Australia including:

• charitable trusts.

• Native Title trusts.

• compensation trusts and the various financial management regimes for injured persons.

• wills and estate administration (including testamentary and Special Disability Trusts).

•  trust property transactions.

About you 

We’re looking for someone with: 

• A bachelor’s degree in law and a current practicing certificate, or admission to practice as a solicitor in an Australian jurisdiction.

• Relevant litigation experience in trusts and estates with demonstrable estate administration work experience, experience in philanthropic matters, advanced research skills and advanced legal drafting skills.

• Experience in the financial services industry with transactional and compliance/regulatory experience of funds management, retail advice and/or wealth management products and platforms would be favourably viewed.

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.