Enjoy six weeks leave per yearWork where we work best- Hybrid working based in our Canberra officeJoin a supportive and collaborative Senior Financial Adviser and teamPerpetual 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 financialplanningand Priority Life – offering a unique mix of wealth management,adviceand 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, successionplanningand philanthropy.
Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
About the Role This is an opportunity tojoin the teamat Perpetual Private as an Associate, working closely witha Senior Financial Adviser supporting in the delivery ofprofessional andhigh-qualityfinancial planning services toHigh-Net-Worthclients.This role is flexible with an prospect to work where you work best.Sitting at the centre of the advice relationship,you'llplay a critical role in supporting the delivery of tailored financial strategies to a sophisticated client base.You'llpartner 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 outcomesAct as a key liaison within the pod, ensuring clear communication and seamless workflow across stakeholdersSupport Advisers in client meetings, contributing to a professional and personalised experienceManage the lifecycle of client engagements from preparation through to implementation and follow-upCoordinate meetings, documentation, and action tracking to ensure nothing is missed and deadlines are metSupport the preparation of advice including fact finds, financial modelling inputs, and strategy developmentAct as a trusted day-to-day point of contact for clients, providing clear updates and responsive serviceMaintain high attention to detail across client communications, documentation, and recordsSupport the delivery and implementation of advice recommendationsAssistin the preparation of tailored strategies, modelling, and advice documentationApply knowledge of investment structures, insurance, and financial planning conceptsEnsure advice outputs areaccurate, compliant, and aligned to client objectivesMaintainaccurateand up-to-date client records, documentation, and reportingEnsure all activities adhere to internal processes, regulatory requirements, and risk frameworksContribute to continuous improvement of team processes and operational efficiencyIdentifyopportunities to enhance client outcomes, improve processes,



and support business growthContribute to team initiatives and support referral or cross-sell opportunities where appropriateAbout You We'relooking for adynamicand 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 roleA relevant bachelor's degree, preferably in finance or financial planningStrong organisational skills with the ability to manage multiple priorities and deadlinesHigh attention to detail and a structured, execution-focused approachStrong written and verbal communication skills, with confidence engaging in client interactionsExperience withXplan(or similar software) would be highly regarded.A cooperative mindset with the ability to work effectively within a team-based (pod) structureA proactive and commercially aware approach, with a focus on continuous improvementA strong senseof ownership, accountability, and commitment to risk and compliance standardsHow 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 benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting professional developmentDiversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategyA growing number of employee-led networks who work to raise awareness and drive continued changeWe support over 50 First Nations Communities, helping to secure the communities' future.
We encourage applications from Aboriginal and Torres Strait Islander PeopleWe'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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📌 Associate (New South Wales)
🏢 Perpetual
📍 New South Wales