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Perpetual

Legal Counsel - Perpetual Wealth Management

Posted 5 Days Ago
Be an Early Applicant
In-Office
Sydney, New South Wales
Mid level
In-Office
Sydney, New South Wales
Mid level
Provide high quality legal services and support to Perpetual Wealth Management, including managing external advisors and ensuring legal compliance.
The summary above was generated by AI
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave

  • Flexible Work Environment: Work where we work best – hybrid working environment

  • Work across Perpetual Wealth Management offering high quality legal services, support, and solutions

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 

As Legal Counsel for Perpetual Wealth Management (PWM), you will provide high quality legal services, support and solutions to the PWM business, including traditional trustee services, Native Title and the fiduciary division.

Your responsibilities will include:

  • Providing sound legal advice to business units, which is supported by the legal team, within agreed commercially oriented timeframes.

  • Instructing and managing external legal advisors, particularly for managing outsourced litigation.

  • Following through on queries and issues to ensure efficient resolution.

  • Working with internal stakeholders to review, negotiate and manage legal issues.

  • Maintaining up to date and relevant knowledge of legal developments which may affect the PWM businesses.

About you 

We’re looking for someone with: 

  • A bachelor’s degree in law and a current practicing certificate, or admission to practice as a solicitor in an Australian jurisdiction.

  • At least 2-3 years of post-qualification experience, ideally gained in an environment where there has been exposure to wills and estates. Litigation experience will be viewed favourably.

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.

Top Skills

Compliance
Legal Services
Trustee Services

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