Legal Counsel - Perpetual Wealth Management

Perpetual Limited

Sydney

Hybrid

AUD 150,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Up to 6 weeks of leave
Work from anywhere in Australia for up to one month each year
Annual wellbeing allowance
Study support for professional development

Job summary

A financial services firm in Sydney is hiring a Legal Counsel for their Wealth Management division. The role includes providing legal advice, managing litigation, and working with stakeholders on legal issues. Ideal candidates should have a law degree, a practicing certificate, and 2-3 years of experience, preferably in wills and estates. This position offers a flexible and hybrid work environment along with competitive benefits.

Qualifications

  • At least 2-3 years of post-qualification experience.
  • Experience in wills and estates preferred.
  • Litigation experience is favorable.

Responsibilities

  • Provide legal advice within agreed timeframes.
  • Manage external legal advisors for litigation.
  • Review and negotiate legal issues with stakeholders.
  • Maintain knowledge of legal developments.

Skills

Legal advice
Litigation management
Stakeholder management

Education

Bachelor's degree in law
Current practicing certificate or admission to practice

Job description

Legal Counsel - Perpetual Wealth Management

Join to apply for the Legal Counsel - Perpetual Wealth Management role at Perpetual Limited

Legal Counsel - Perpetual Wealth Management

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Join to apply for the Legal Counsel - Perpetual Wealth Management role at Perpetual Limited

  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Flexible Work Environment: Work where we work best - hybrid working environment
  • Work across Perpetual Wealth Management offering high quality legal services, support, and solutions



Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.



Perpetual Wealth Management

The wealth management 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.



About the Role

As Legal Counsel for Perpetual Wealth Management (PWM), you will provide high quality legal services, support and solutions to the PWM business, including traditional trustee services, Native Title and the fiduciary division.

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 PWM 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.

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Legal
  • Industries
    Trusts and Estates

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