Technical Advice Specialist

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

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

• Provide best practice quality and compliance advice to our teams of finance professionals

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 

Join our dynamic team at Perpetual Private! As a Technical Advice Specialist, you will: 

• Establish and deliver strategic advice & other technical training.

• Participate in technical forums and business working groups as a subject matter
  expert and provide strategic and technical advice support.

• Monitor and provide guidance on the implementation legislative updates and
  embedding of new requirements into business processes.

• Provide Federal Budget coverage with guidance on potential impact on advice
  strategies.

• Assist in the development, review and communication of technical content in
  advice documents, as well as maintaining internal technical guides and in-house view on strategies.

• Provide technical support and constructive feedback to internal stakeholders.

• Respond to telephone, email and other inquiries of a technical nature with
  service standards.

• Review and sign-off for technical content for PP publications. 

About you 

We’re looking for someone with: 

• A bachelor’s degree in finance or law (or similar).

• Completed qualifications in financial planning, as well as RG146 qualified.

• At least 5 years of experience working in traditional trustee services or banking and finance.

• Previous experience in a technical service or support team role, or similar.

• Experience in writing and delivering technical presentations and training.

• Excellent communication skills, as well as proven stakeholder management skills.

• Knowledge of SMSFs, superannuation, taxation, estate planning, asset
  protection, business succession, insurance, social security and aged care.

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.