Jobs at Perpetual

Leads client onboarding for Perpetual Digital platform solutions, coordinating requirements, testing, data analysis, product improvements, documentation, reporting, and transition to business-as-usual operations. The role manages client relationships and delivery timelines while collaborating with Digital Engineering, Product, Sales, and Trust Management teams. It requires financial-services domain expertise, analytical problem-solving, stakeholder management, Excel, SQL, and R skills.

Lead and develop a paraplanning team while overseeing workflow, capacity planning, technical quality, financial modelling, advice documentation and service delivery. The role drives operational transformation through improved processes, Xplan, automation and AI-enabled capabilities. Responsibilities include managing BAU and change, partnering with advisers and trust managers, strengthening compliance and client outcomes, and modernising the wealth advice operating model.

Manage and optimize cloud and enterprise network infrastructure, including firewalls, SD-WAN, Azure networking, appliances, routing, switching, and network security controls. Monitor performance and security events, troubleshoot issues, maintain documentation, support technology projects, provide architecture governance, and manage network service roadmaps and lifecycle governance. Collaborate with ITSM, DevOps, and cross-functional teams to deliver reliable, secure, and high-performing network services.

Provides high-quality personal assistance to a senior partner while coordinating marketing calendars, campaigns, events, communications, approvals, suppliers, budgets, reporting, travel, meetings, expenses, and team administration across multiple regions. The role requires strong organization, discretion, stakeholder management, written communication, and proficiency with Microsoft 365 in a regulated financial services environment.

Provide commercially oriented legal advice and support to Perpetual Wealth business units, including trustee, Native Title, fiduciary, and outsourced litigation matters. Responsibilities include managing external legal advisers, resolving legal queries, negotiating with internal stakeholders, and monitoring relevant legal developments. This is a 12-month parental leave contract requiring Australian legal admission and 2–3 years of post-qualification experience, ideally involving wills and estates, with litigation experience advantageous.

Translate investment philosophy, research, and market insights into practical solutions for advisers and clients. Advise on portfolio construction, manager selection, asset allocation, and performance; deliver investment training, presentations, research, communications, and sales collateral. Present recommendations to clients, boards, and investment committees, and manage relationships with external research houses. The role requires strong investment knowledge, analytical and modelling skills, client communication abilities, and experience in financial advice or investment-related roles.

Supports statutory financial statements, month-end and year-end close, reconciliations, group reporting, technical accounting, budgeting, forecasting, audit coordination, financial controls, and reporting to management, the Board, regulators, and external stakeholders. The role also contributes to accounting policy updates, new accounting standard implementation, process improvements, and finance system efficiencies within an ASX-listed financial services organization.

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

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

Conduct investment manager and opportunity research across real assets, equities, growth alternatives, private markets, and responsible investment strategies. Maintain the Approved Product List, support portfolio construction and model portfolio management, and contribute to asset allocation, investment strategy, and House View discussions. Prepare research recommendations for investment committees and board papers, while providing investment communications, presentations, and technical support to advisers and clients.

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.