Legal Counsel, Perpetual Wealth

Perpetual PWM Services Pty Ltd; Melbourne; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Work from anywhere in Australia (1 mo/

Wellbeing allowance

Study support & professional dev

Job summary

Perpetual Wealth is seeking a Legal Counsel to provide high-quality legal services, support and solutions to the PW business, including trustee services and fiduciary matters. This 12-month maximum term contract will support parental leave coverage and collaborate with internal stakeholders.

You'll work with the legal team to review and negotiate issues, manage external advisors, and stay ahead of developments affecting PW.

Qualifications

• Bachelor of Laws and current practicing certificate (or admission to practice as solicitor in an Australian jurisdiction).
• 2–3 years post-qualification experience; wills and estates exposure preferred.
• Litigation experience is advantageous.

Responsibilities

• Provide sound legal advice to PW business within commercially oriented timeframes.
• Instruct and manage external legal advisors for outsourced litigation.
• Follow through on queries to ensure efficient resolution.
• Work with internal stakeholders to review, negotiate and manage legal issues.
• Maintain up-to-date knowledge of legal developments affecting PW.

Skills

Legal advice

External counsel mgmt

Stakeholder mgmt

Wills & estates exposure

Education

Bachelor of Laws (LLB) / JD

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 financialplanningand Priority Life – offering a unique mix of wealth management,adviceand 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, successionplanningand 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.