Job Description
Are you a motivated and energised graduate with a passion for embracing a fulfilling 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 big enough to do great things, and small enough where you can make a difference.
Learn from the best in the industry in a firm where flexible working is a given. We believe in working where we work best.
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 Graduate roles:
We are committed to building long term enriching partnerships with our grads:
Our graduate roles are designed to cultivate foundational skills through our Paraplanning business, enabling graduates to sculpt their career journey at Perpetual. You will focus on real and meaningful work, and have early responsibility and accountability. You will be stretched to learn in a supportive and inclusive team.
We will help you build your networks and expand your knowledge and experience with access to a diverse leadership team.
The program runs for twelve months and is supported by a formal development program to support your career growth over this period. Beyond the program, you will continue to forge your career with opportunities available across the various business units within Perpetual Wealth Management.
Why join us?
Perpetual Wealth Management 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.
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.
About Us
Perpetual Wealth Management 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 Wealth become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business.
To be eligible for the Perpetual Graduate Program
Australian or New Zealand Citizen or an Australian Permanent Resident.
Undergraduate or postgraduate degree completed within the last three years.
Willing to relocate to the location of the role you are applying to.
Credit or above WAM/ GPA.
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 big enough to do great things, and small enough where you can make a difference.
Learn from the best in the industry in a firm where flexible working is a given. We believe in working where we work best.
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 Graduate roles:
We are committed to building long term enriching partnerships with our grads:
Our graduate roles are designed to cultivate foundational skills through our Paraplanning business, enabling graduates to sculpt their career journey at Perpetual. You will focus on real and meaningful work, and have early responsibility and accountability. You will be stretched to learn in a supportive and inclusive team.
We will help you build your networks and expand your knowledge and experience with access to a diverse leadership team.
The program runs for twelve months and is supported by a formal development program to support your career growth over this period. Beyond the program, you will continue to forge your career with opportunities available across the various business units within Perpetual Wealth Management.
Why join us?
Perpetual Wealth Management 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.
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.
About Us
Perpetual Wealth Management 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 Wealth become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business.
To be eligible for the Perpetual Graduate Program
Australian or New Zealand Citizen or an Australian Permanent Resident.
Undergraduate or postgraduate degree completed within the last three years.
Willing to relocate to the location of the role you are applying to.
Credit or above WAM/ GPA.
💡 Quick Summary
Seeking a career-building opportunity? The Graduate - Perpetual Wealth position is now open for candidates interested in the Helper Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.