Associate

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 Senior Financial Adviser 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 

• 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 

• 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 

• 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 

• 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 

• 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