Associate, Perpetual Wealth Management

5 months ago

Sydney, Australia Perpetual Limited Full time

More time off for the things that matter - Up to 6 weeks’ leave
- Work where we work best - Hybrid office/work-from-home environment
- Be an active contributor for your team and engage with clients while you gain experience

About the business/role

As an Assoicate the role is focused on providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.

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.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business, and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

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
- Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
- Arrange & coordinate documentation for client meetings
- Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions
- Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including para-planning and operations
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfill corporate and regulatory compliance

About you
- Minimum 2 years’ experience in paraplanning or related financial services experience
- Experience with Xplan desirable
- Experience in a client facing role
- Working knowledge of investments & advice strategies including, superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modelling.
- Working knowledge of estate planning, philanthropy, aged care & debt management strategies desirable

Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- 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
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- 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

  • Associate, Adviser Support

    3 months ago

    Sydney, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team- An attractive salary package 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...

  • Property Manager, Perpetual Wealth Management

    3 months ago

    Sydney, Australia Perpetual Limited Full time

    6-month contract role- - Flexible Work Environment: Work where we work best- - Outstanding opportunity to diversify your property skills, be challenged and supported to grow.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,...

  • Communications Manager

    3 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- - Flexible Work Environment- - Great opportunity to be part of a high performing team at PerpetualPerpetual 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...

  • Compliance Manager, Perpetual Wealth Management

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    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,...

  • Philanthropy Services Manager, Perpetual Wealth

    3 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- - Flexible Work Environment: Work where you work best - whether in the office or from home.- - Attractive salary packagePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset...

  • Sustainability Manager, Perpetual Wealth Management

    2 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- - Attractive Salary and Flexible Work Environment: Work where you work best - whether in the office or from home.- - Join a growing team making a strong impactPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across...

  • Reporting Analyst, Perpetual Wealth Management

    3 months ago

    Sydney, Australia Perpetual Limited Full time

    Attractive salary package and flexible working environment- - An opportunity to work closely with a high performing investments team.- - 8-month contract role.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...

  • Product Risk

    2 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- - Flexible work environment and comprehensive salary package- - Assist in developing and delivering the Risk & Compliance team strategyPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses:...

  • Client Associate, Wholesale Trustee

    5 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where you work best - whether in the office or from home- Opportunity to work in a team servicing high profile international institutional clients Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11...

  • Marketing Manager Investments, Perpetual Wealth

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. - As a Marketing Manager you...

  • Personal Assistant, Perpetual Wealth Management

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    At Perpetual you will be part of creating enduring prosperity- Based in Sydney CBD | Hybrid working arrangement.- Be challenged and supported to grow. - 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,...

  • Client Associate, Wholesale Trustee

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- Work where we work best - Hybrid office/work-from-home environment- Opportunity to work in a team servicing high profile international institutional clients Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in...

  • Organisational Development Manager, Perpetual

    4 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- - Flexible Work Environment: Work where you work best - whether in the office or from home.- - Be part of a high performing, fun and dynamic team- Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct...

  • Graduate - Perpetual Private

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    Are you a motivated and energised graduate with a passion for embracing a fulfilling Private Wealth career with one of Australia’s most iconic and growing Financial Services firms?- Enjoy a broad range of benefits including 4 weeks annual leave plus 2 weeks Wellbeing and Community Leave (yes, that’s 6 weeks leave!).- Make an impact with a firm that is...

  • Sustainability and Compliance Manager

    4 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Lead the sustainability agenda to ensure the PCT business is ready for climate disclosure- Support integration of other key regulatory requirements impacting PCT Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across...

  • Company Secretary

    2 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home 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...

  • Accounts Management Officer

    4 months ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home.- 2 year Max Term Contract 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,...

  • Manager, Governance and Oversight

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    12 Month Max Term Contract- Provide Third Party Oversight and Operational Due Diligence Support- Work where we work best - Hybrid office/work-from-home environment Our corporate trust business is a leading provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. It administers securitisation...

  • Key Account Manager, Private Wealth

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    The role of Key Account Manager, Private Wealth is focused on the development and execution of strategies to engage with the Private Wealth channel to develop new business opportunities and retain existing relationships within our business. Sounds interesting? Here are some specifics about the opportunity: - Responsible for a portion of net flows in the...

  • Manager, Governance and Oversight

    4 hours ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home- We offer robust growth opportunities to further diversify and develop your knowledge and experience of the fund management industry Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney,...