Jobs at Perpetual

Support senior leaders with administrative tasks, manage schedules, coordinate meetings, and maintain efficient operations in a fast-paced environment.

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.

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.

The role involves designing, implementing, and supporting Microsoft-based workplace solutions, managing service escalations, and developing automation artifacts.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

The role involves designing, building, and operating cloud solutions on Microsoft Azure, ensuring alignment with security standards and business strategies, while providing L2/L3 support and automation using DevOps practices.

Provide client operations support within Perpetual Wealth Management by preparing and authorising trades on the PP Wrap platform, performing custodial asset maintenance, processing on Salesforce and SharePoint, handling corporate actions and settlements, liaising with internal and external stakeholders, escalating risks, and adhering to SLAs, policies and controls.

Manage investment operations and implement changes within Perpetual Wealth Management, oversee the investment implementation team, and ensure project milestones are met during organizational separation.

Support end-to-end product lifecycle for asset management funds: implement product changes, maintain product processes and data, assist with governance, regulatory and board reporting, prepare product documentation, and collaborate with stakeholders to deliver product enhancements.

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.

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.

The Senior Paraplanner provides paraplanning services and strategic advice support, generates tailored documents, coaches junior members, and prepares financial analyses.

Senior Investment Operations Analyst responsible for maintaining portfolio and transaction data integrity, performing daily reconciliations, resolving trade and data exceptions, managing operational risk, supporting projects, and partnering with internal teams and external custodians and vendors.