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Legal Counsel, Perpetual Wealth

Role overview

Qualifications

  • A bachelor’s degree in law
  • A current practicing certificate or admission to practice as a solicitor in an Australian jurisdiction
  • At least 2-3 years of post-qualification experience, ideally in wills and estates

Responsibilities

  • Providing sound legal advice to business units within agreed commercially oriented timeframes
  • Instructing and managing external legal advisors for outsourced litigation
  • Following through on queries and issues to ensure efficient resolution
  • Working with internal stakeholders to review, negotiate and manage legal issues

Key facts

Hard skills

Other skills

  • Negotiation
  • Communication
  • Problem Solving
  • Decision Making
  • Collaboration

About the company

Perpetual Limited logo

Perpetual Limited

  • Asset & Wealth Management
  • Large
  • 1,001–5,000
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.

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Job description

  • 12-month maximum term contract
  • Hybrid office/work-from-home environment
  • Work across Perpetual Wealth offering high-quality legal services, support, and solutions

Perpetual Wealth

The Perpetual Wealth 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. 

As part of an exciting new chapter, Perpetual Wealth will soon become a standalone business as part of the recently announced acquisition by Bain Capital. This creates a unique opportunity to join a business focused on growth, innovation, and delivering exceptional outcomes for clients. 


About the Role 

As Legal Counsel for Perpetual Wealth (PW), you will provide high-quality legal services, support and solutions to the PW business, including traditional trustee services, Native Title and the fiduciary division. This role is offered as a 12-month maximum term contract covering a period of parental leave.


Your responsibilities will include:

  • Providing sound legal advice to business units, which is supported by the legal team, within agreed commercially oriented timeframes.
  • Instructing and managing external legal advisors, particularly for managing outsourced litigation.
  • Following through on queries and issues to ensure efficient resolution.
  • Working with internal stakeholders to review, negotiate and manage legal issues.
  • Maintaining up to date and relevant knowledge of legal developments which may affect the PW businesses.

About you 

We’re looking for someone with: 

  • A bachelor’s degree in law and a current practicing certificate, or admission to practice as a solicitor in an Australian jurisdiction.
  • At least 2-3 years of post-qualification experience, ideally gained in an environment where there has been exposure to wills and estates. Litigation experience will be viewed favourably.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to empower you to prioritise your personal wellbeing.
  • Study support and commitment to supporting professional development.

Diversity and inclusion

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
  • A growing number of employee-led networks who work to raise awareness and drive continued change.
  • We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

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