More Time Off for What Matters: Enjoy up to 6 weeks of leave
Hybrid office/work-from-home environment
Develop your career with our high-performing financial planning team
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
This is an opportunity to join the team at Perpetual Private as an Associate, working closely with a Partner and Financial Adviser supporting in the delivery of professional and high-quality financial planning services to High-Net-Worth clients.
Sitting at the centre of the advice relationship, you’ll play a critical role in supporting the delivery of tailored financial strategies to a sophisticated client base. You’ll partner across the pod to ensure seamless execution—from client engagement and strategy preparation through to implementation and ongoing service.
This is a role for someone who thrives in a high-performance, client-centric environment and enjoys combining technical capability with operational excellence.
Key Responsibilities
Partnering with stakeholders
Work closely with Advisers, paraplanning and operations teams to deliver coordinated, high-quality client outcomes
Act as a key liaison within the pod, ensuring clear communication and seamless workflow across stakeholders
Support Advisers in client meetings, contributing to a professional and personalised experience
End-to-end workflow & execution
Manage the lifecycle of client engagements from preparation through to implementation and follow-up
Coordinate meetings, documentation, and action tracking to ensure nothing is missed and deadlines are met
Support the preparation of advice including fact finds, financial modelling inputs, and strategy development
Client experience & relationship support
Act as a trusted day-to-day point of contact for clients, providing clear updates and responsive service
Maintain high attention to detail across client communications, documentation, and records
Support the delivery and implementation of advice recommendations
Technical support & advice delivery
Assist in the preparation of tailored strategies, modelling, and advice documentation
Apply knowledge of investment structures, insurance, and financial planning concepts
Ensure advice outputs are accurate, compliant, and aligned to client objectives
Operational excellence, risk & compliance
Maintain accurate and up-to-date client records, documentation, and reporting
Ensure all activities adhere to internal processes, regulatory requirements, and risk frameworks
Contribute to continuous improvement of team processes and operational efficiency
Commercial contribution
Identify opportunities to enhance client outcomes, improve processes, and support business growth
Contribute to team initiatives and support referral or cross-sell opportunities where appropriate
About You
We’re looking for a dynamic and proactive individual who takes ownership and pride in delivering exceptional client outcomes. You will bring:
Experience in a client-facing Associate, paraplanning or financial services support role
A relevant bachelor’s degree, preferably in finance or financial planning
Strong organisational skills with the ability to manage multiple priorities and deadlines
High attention to detail and a structured, execution-focused approach
Strong written and verbal communication skills, with confidence engaging in client interactions
Experience with Xplan (or similar software) would be highly regarded.
A collaborative mindset with the ability to work effectively within a team-based (pod) structure
A proactive and commercially aware approach, with a focus on continuous improvement
A strong sense of ownership, accountability, and commitment to risk and compliance standards
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.
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