Perpetual Private Graduate

3 weeks 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?- 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 big enough to do great things, and small enough where you can make a difference and gain experience with access to all leaders- Learn from the best in the industry in a firm where flexible working is a given. We believe in working where we work best- Enjoy a broad range of benefits.

We’re the right Grad Program for you if you:
- Have a passion for learning, growth and making a difference- Bring your best, are a self-starter and a team player- Are curious, courageous, and accountable

Our Grad roles:
We are committed to building long term enriching partnerships with our grads:
- Our grad roles are wide and varied, focussing on real and meaningful work. All our Graduates- You’ll have early responsibility and accountability. You will be stretched to learn in a supportive and inclusive team- You’ll work across different areas of the business to build your networks and expand your knowledge and experience with access to a diverse leadership team.- The Grad Program itself will include 2 rotations within our Advice Support segments over 12 months and is supported by a formal development program to support your career growth- Join our high Performing Paraplanning team and gain exposure to all aspects of Advice documentation, compliance requirements, tailored advice and implementation while gaining experience of a broad range of client needs- Develop relationships with the financial planning team nationally, Advisers, Partners, Associate Advisers & other in-house specialists to build a career in Advice

Why join Perpetual?- Perpetual is a leading diversified financial services company. We are proud of our heritage and excited about where we are taking our firm, evolving as our markets, clients, people and communities evolve. And we’re growing globally- Our purpose, Enduring Prosperity, is paramount to us. We ensure that everything we do, every day, contributes to the Enduring Prosperity of our clients, people and communities in which we work- We are serious about Diversity and Inclusion. We will only be successful if we leverage the unique backgrounds, experiences, and perspectives of all our people We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of vibrant employee-led networks who work to raise awareness and drive continued change

Perpetual Private- Perpetual Private provides tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations- Our advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy- As one of Australia’s largest managers of philanthropic funds, we manage approximately 1,000 charitable trusts and endowment funds, which support medical, social, environmental, religious, cultural and educational causes. The unique combination of professional trustee management experience, fiduciary heritage and investment management capability has seen Perpetual Private become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business- Build your fundamental knowledge in Private Wealth, through our dedicated learning and development pathway starting in the Paraplanning teams across all our divisions

To be eligible for the Perpetual Program (starting February 2024)- Australian or New Zealand Citizen or an Australian Permanent Resident- Undergraduate or postgraduate degree completed within the last three years-
- Credit or above WAM/ GPA

Our opportunity

We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us?

You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a g



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