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Careers at Perpetual Wealth
Great people – meaningful work
Perpetual Wealth provides a range of advice and trustee services for individuals and families, charities and communities, businesses and organisations.
The business consists of Perpetual Wealth and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia. Each of the businesses offer a diverse range of capabilities
Perpetual Wealth provides strategic advice on superannuation and retirement planning, trustee services, investment advice and management, asset protection, insurance, tax management, estate planning, succession planning and philanthropy.
Fordham acts for private business owners and their families to manage their businesses and build and protect their wealth.
Jacaranda Financial Planning provides investment and strategic advice to high-net-worth pre-retirees.
Priority Life is a specialist risk advice business focused on meeting the insurance needs of medical specialists and other professionals across Australia.
Why work at Perpetual Wealth?
Our workplace philosophy at Perpetual Wealth celebrates diversity, collaboration, workplace flexibility, client centricity, and fosters an environment where your voice is heard and celebrated.
The employee experience at Perpetual Wealth is unique, and we often say that we are ‘big enough, small enough’. Our headcount makes us a small to medium sized firm, but we create a big impact with the work we do. Working at Perpetual Wealth you’ll not only be part of a growing organisation, but you’ll have day-to-day access to key decision makers and senior leaders of the business.
Perpetual Wealth is a place where you can grow, thrive and make a difference in people’s lives. We’re passionate about workplace flexibility, sustainability and diversity and inclusion – and these are just some of the reasons why our people do what they do at Perpetual Wealth. 
Our recruitment process
To attract the best talent for Perpetual Wealth, we have designed a robust recruitment process.
Find your next career opportunity with Perpetual Wealth by searching positions available in our Workday Career Portal. You can make the search easier by adding selection criteria such as keywords, role titles and locations.
Before you click apply, please read through the advertisement to ensure the role functions and responsibilities align with your career aspirations. You can submit your application through the Career Portal by selecting the ‘Apply’ button.
If you already have a Workday profile, you can sign in and apply with your existing information. If you have forgotten your password, you can reset your password by clicking the ‘Forgot Password’ button.
If your application meets the selection criteria for the position you have applied for, our Talent Acquisition team will contact you for an initial phone interview.
This is usually the first step towards a face-to-face interview and will help the team assess your skill set and motivation for applying for the position.
It is an opportunity for you to ask any initial questions for clarification, and to ensure that the role you initially applied for aligns with your career aspirations.
Once your application has been reviewed and assessed by Talent Acquisition you will be notified of an application outcome.
If successful following the initial phone interview, you’ll be invited to interview with the hiring manager and other key individuals relevant to the position. The interview may be face to face or via Microsoft teams.
We will assess your skills and experience against a number of required competencies for the position, and will ask you both behavioural and technical/job specific questions.
The interview will give you the opportunity to ask questions and ensure that this is the right role for you.
The number of interviews to which you’re invited will depend on the role you’re applying for. Typically, you’ll be invited for one or more interviews with hiring managers and other key individuals relevant to the position. Your Talent Acquisition Consultant will advise you as your application progresses.
Following the successful completion of the interview process you will be required to undertake pre- employment checks that are conducted through our recruitment system Workday.
We will request references from a manager or supervisor from your two most recent employers. Please note, personal references will not be accepted. We also require a valid passport (particularly if you are not an Australian Citizen) or a birth certificate.
Once your references have been completed, we will confirm verbally your offer details.
Upon the return of the required documentation, we will generate your offer letter. You will receive a notification to complete a task in Workday, our recruitment system. You can then review the letter of offer and accept with the click of a button.
You will also receive a link to complete background checks including national record check, qualifications and licence checks. This enables us to meet important regulatory and compliance requirements.
For more information on how we handle your personal information during the recruitment process, please refer to our Recruitment Process Privacy Notice.
Perpetual Wealth careers FAQs
All candidates need to submit their application online via our Careers Portal.
If your application meets the selection criteria for the position you have applied for, our Talent Acquisition team will contact you for an initial phone interview. This is usually the first step towards an interview with the business, and will help the team assess your skills, experience and motivation for applying for the position. Once your application has been reviewed and assessed by our Talent Acquisition you will be notified of an application outcome.
You are welcome to apply for more than one position – just check that you meet the eligibility criteria for each role before you apply.
At Perpetual, we have a strong commitment to diversity and inclusion. We are committed to building a sustainable workplace and environment that is open and accepting of individual differences, where our people have the opportunity to thrive and realise their full potential.
You can let us know if you need assistance or an accommodation during the recruitment process at the time of your application.
If you have any questions reach our to our Talent team talentacquisition@perpetual.com.au
We’re always on the lookout for talent. We recommend you Introduce Yourself and join our talent community and ensure you set up job alerts so when a suitable role becomes available you will be notified.
Yes, you can log into your Careers Portal at any time to update your personal profile or upload a new resume.
A cover letter can be good for providing some extra information beyond what’s on your resume, however it’s not mandatory.
If a job opportunity no long appears on the website it means that applications are either in process or the job is closed.
If you are still interested, please contact out Talent Acquisition team talentacquisition@perpetual.com.au and include the name of the role and your resume to find out more.
Don’t forget to Introduce Yourself and join our talent community and set up job alerts to let you know when future opportunities become available.
We will only accept a CV from a recruitment agent if the agency has been formally briefed by one of our Talent Acquisition Partners. Please note Perpetual does not pay agency fees for candidates that are floated and/or emailed to Perpetual People Leaders directly.
Our Talent Acquisition team may ask you to provide professional references – it’s preferable that the referee details supplied are at manager/supervisor level. If you have any questions, please speak with your Talent Acquisition Partner.