Associate, Expression of interest

A Fresh Start for the New Year

Perpetual 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.
 

Why You’ll Love Working Here

• Extra time off: Up to 6 weeks’ leave so you can truly recharge

• Hybrid working: Balance home and office life in a way that works for you

• Inclusive culture: We celebrate diversity and flexibility every day

• Career growth: We’ll back you with training and development opportunities

• Meaningful work: Help clients make a positive impact

​Location: Perth

Work Type: Permanent, Full-time

Flexible Work: Hybrid – 3 days in Office

About the Role

As an Associate, the role is focused on providing professional and high-quality support to our advice team and supporting new and existing Perpetual Private HNW clients.

About You

• Minimum 2 years' experience in paraplanning or related financial services experience

• Experience in a client facing role

• Excellent verbal and written communication skills

By applying through this EOI, you will join our growing talent pool and be able to connect with our dedicated Talent Acquisition team to discuss opportunities linking your skills with Perpetual’s vision to build legacies for generations to come.

Submit your Expression of Interest via Workday