Perpetual Wealth Management Graduate Program 2027 at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Relationship Building, Organizational Skills, Adaptability, Proactive Approach, Accountability, Teamwork, Financial Analysis, Paraplanning, Stakeholder Management

Industry

Financial Services

Description

Start your career with Perpetual Wealth Management through a graduate program designed to help you grow and learn. At Perpetual Wealth Management, you will have the opportunity to build your career in financial services through a structured graduate program designed to support your growth from day one. 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. The Opportunity 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. What We Offer We offer a competitive salary package, including a discretionary bonus and annual pay review. In addition, you will have access to a range of benefits, including: four weeks of annual leave, plus two weeks of Wellbeing and Community Leave salary packaging and daily discounts across groceries, fuel, technology, fashion, dining, and more an annual wellbeing allowance of $275 to support your physical and mental wellbeing structured learning and development throughout the program opportunities to build your network across the business. What We're Looking For We are looking for graduates who are curious, motivated, and ready to build a meaningful career in financial services. You will bring: a genuine passion for learning, growth, and making a positive contribution initiative, accountability, and a willingness to contribute as part of a team curiosity, courage, and a proactive approach to new challenges strong communication skills and the ability to build relationships with a broad range of stakeholders strong organisational skills, adaptability, and an eagerness to learn a willingness to work in the location of the role you are applying for. While we are open to all degrees, relevant degree disciplines may include: Accounting Business Commerce To be eligible, you will need to: be an Australian or New Zealand citizen, or an Australian permanent resident have completed an undergraduate or postgraduate degree within the past three years 2024, 2025, or 2026), or be due to complete your degree by the end of January 2027 be available to commence full time employment in Sydney in February 2027. Selection Process Ready to kickstart your career with Perpetual Wealth Management? Apply now for the 2027 Graduate Program by clicking the Apply Now button and completing the online application form. The selection process includes: Assessment process: Shortlisted candidates will be invited to complete an online assessment, psychometric testing, and a video interview. Interview process: Individual interviews will be held in Sydney and Melbourne in September 2026. We encourage you to apply early and look forward to learning more about you. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

Graduates will develop foundational skills within the Paraplanning business to support holistic financial advice and solutions. The role involves taking early responsibility for meaningful work while rotating through various business units within Perpetual Wealth Management.