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Support portfolio managers by analysing corporate issuers, producing credit reviews and briefs, updating credit opinions, attending issuer meetings, and informing portfolio decisions through financial statement and ratings analysis.

Provide client-facing support for member benefits programs: respond to phone and email enquiries, apply Trust guidelines, process and reconcile member payments in Xero, maintain records and registers, and deliver confidential, accurate customer service in line with established processes.

Lead a team to deliver structured, compliant onboarding for new advisers. Design tailored onboarding plans, coordinate training and collateral, resolve cross-functional bottlenecks, drive continuous improvement, and ensure advisers are operationally ready from day one in a complex wealth management environment.

Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.

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

Lead end-to-end management of a portfolio of wealth-management applications: define strategy, prioritise demand, manage releases and vendors, oversee service management (incident/problem/change), drive platform optimisation, cost control, and business process improvements while partnering with senior stakeholders to deliver technology-led transformation.

Support month-end accounting and reporting, prepare general ledger and balance sheet reconciliations, administer trust accounts to APES 310 standards, assist management reporting, handle accounts payable queries, and contribute to finance process, systems and control improvements.

The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.

The Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.

A 12-month graduate paraplanning program in wealth management offering structured learning, hands-on paraplanning support for advisers across superannuation, investments, insurance, tax, estate planning and philanthropy, early responsibility, networking opportunities, and potential progression across business units.