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Support Senior and Financial Advisers in delivering tailored financial planning to high-net-worth clients. Manage client engagement lifecycle, prepare advice inputs (fact finds, modelling), coordinate meetings and documentation, maintain accurate records, ensure compliance, act as client liaison, and contribute to process improvements and implementation of recommendations.

This role involves front-of-house service, managing office operations, client interactions, and administrative tasks while ensuring a welcoming environment.

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.

The Senior Research Analyst will research external investment managers, contribute to multi-manager funds, and ensure top quartile performance for Income Alternatives and Fixed Income portfolios.

Support senior leaders by managing diaries, coordinating meetings and travel, handling expenses, and providing administration and operational support in a fast-paced environment.

As a Paraplanner, you will support Advisors by generating tailored advice documents, conducting financial calculations, and collaborating with the team to enhance client outcomes.

As an Associate Financial Adviser, you will support senior advisers with client documentation, investment reporting, and client meetings while assisting in financial strategy development.

Provide legal advice and solutions to Perpetual Wealth Management, manage external counsel and outsourced litigation, review and negotiate legal matters with stakeholders, support trustee, Native Title and fiduciary matters, and monitor legal developments affecting the business.

Responsible for driving growth across NSW private wealth accounts by executing strategies, building relationships, and maintaining high account management standards.

Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.