Teams at Perpetual

Leads a portfolio of private business clients, delivering accounting, taxation, business planning, structuring, benchmarking, and succession advice. Oversees client engagements, budgets, fees, risk, quality assurance, and business development. Builds client relationships, supports new-business conversion, and leads, coaches, and develops professional staff while partnering with the Lead Partner on commercial, client, and people objectives.

Supports Risk Advisers through the end-to-end personal insurance advice process. Responsibilities include preparing client and compliance documentation, researching insurance products, obtaining quotes, coordinating underwriting and medical requirements, implementing policies, managing existing portfolios, responding to client enquiries, maintaining Xplan and SharePoint records, and building relationships with advisers, clients, insurers, and external providers.

Support and maintain data-focused customer applications by monitoring systems, resolving production incidents, managing service requests, and improving application reliability, scalability, security, and maintainability. The role involves collaboration with engineering teams, customers, vendors, and service providers, as well as application enhancements, documentation, audit support, and guidance for junior and offshore team members.