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cso/ financial adviser assistant




we can email you the job description
some of the Qualifications & experience -.
Motivated, Honest, genuine hard working, friendly, punctual
Advanced Microsoft Office Skills
excellent interpersonal, oral and written communication skills
Ability to achieve agreed outcomes and work to deadlines
Ability to accurately administer tasks in an efficient and professional manner.
Excellent time management & highly organised
Min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan
Keen to contribute to a small team, work hard and improve business practices
understand fsg, fds, roa, soa , re balance portflio in crm/ manage emails/manage client enquiries/ experience with super fund and insurance websites how to look up details / provide reports

Financial Adviser

Verse Wealth



Multi-award-winning | Independent | World-class client experience | Fast-growing | Crazy high lead volumes

Seeking a great Financial Adviser with strong technical knowledge, the ability to build relationships, and a passion to help clients live their best life.

Wealth Associate/Paraplanner

CY Financial Advice

This is an exciting opportunity to join a well-established, successful and growing financial planning firm.

Due to growth, we are looking to appoint a motivated, proactive and professional individual to support the firm’s senior financial adviser in the delivery of advice and associated services to the adviser’s client base. The responsibilities of this full-time role will include:

– Attending all client meetings with the financial adviser;
– Providing input to financial planning strategies;
– Undertaking research for client strategies;
– Production of advice documents (SOAs and ROAs as required);
– Liaison with clients which includes preparation for client meetings, providing post meeting follow-up and responding to client queries generally;
– Liaison with a range of third parties including, for example, fund managers, platforms, accountants, solicitors and Centrelink;
– Administration functions including preparing applications and withdrawals and other items as necessary to administer client affairs; and
– Other responsibilities as directed by the Practice Manager.

Experience in a similar role will be highly valued, however, we are pleased to receive applications from graduates who believe they possess the attributes to excel in this role.

Given the vision of the owner and the growth trajectory we are on, opportunities exist to progress from this adviser support role to an adviser role in time.

CY Financial Advice offers:

-A competitive salary based on qualifications and experience;
-Real career progression opportunities; and
-A positive and relaxed working environment.
-Instructions for your application:

In support of your application and resume, please include a cover letter detailing why you are the right person for this role.

Please note, only short listed applicants will be contacted directly by CY Financial Advice.

Associate Financial Adviser

Equus Partners Wealth



This role is for someone who wants to be a Financial Adviser, but knows they need to learn to walk before they can run. Learning under the Managing Director and Adviser in the business, you will get your hands dirty from day one.

There is a clear pathway to a Financial Adviser role for the right person. You will be constructing advice documents for clients and understanding the systems and processes of the business from day one.

The position will involve extensive training, mentoring and personal development potentially leading to managing existing clients over time then ultimately new clients and a full client advisory position.

Trainee Financial Adviser

Panorama Wealth

We’re looking to take on someone to train in all aspects of financial planning (e.g. support, paraplanning, advising), with a view of becoming a financial adviser when they are ready and when existing adviser capacity is almost full.

Mortgage Broker

Lydian Financial Services


Are You An Excellent Broker Writing Average Volumes?

You will write and earn more with Lydian!

Australia’s largest financial planning network is seeking an experienced professional broker to join their ever growing team. If you are a great broker and want to help more consumers with their finance, here is what you will get as a part of our team;

Qualified financial planning leads booked in your calendar per week with 20%+ conversion rates over 3 months (tested)
All aggregation fees covered
Dedicated back office support with all costs covered
All insurance, AFCA and compliance (QED) costs covered.
Highly competitive commission structure (upfront and trail paid on all deals.)
Commission Only Brokerage
No mentoring fees or reduced commission for new Brokers.
Independence to manage your own time and work from home.

Lydian is proud to be working with Australia’s #1 fully integrated end to end digital home loan platform provider Salestrekker.

You will be 100% customer focussed, and partner aligned with referrals from great Financial Planners and all of your application processing and ongoing relationship reviews will be supported by our Mortgage Broker Assistant team.

Lydian Brokers will be engaging with clients and referral partners via video calls, phone calls and via integrations within Salestrekker allowing you to be working with a national customer base.

For all leads, our Mortgage Broker Assistants fully complete the customer pre meeting pack “My Vitality” report containing – Property, Income, Debt, Interest Rates and Credit Report details for the client.

Integrate your existing client relationships and network into the Lydian system to enhance and continue your personal loan book growth.

Broker must haves:

2yrs + Broking or Bank Lending experience
MFAA or FBAA membership
CertIV and/or Diploma in Finance and Mortgage Broking
Be understanding of the Financial Planning Industry and the Advice Process.
Be a people person.
Understand appropriate debt lending structures and strategies.

Successful recruits to Lydian will be professionally onboarded by our team seamlessly managing the Aggregator and Bank Accreditation transfers.

Senior Financial Adviser

The Wealth Network



Working within a well-established accounting firm, this newly created position will see you work closely with the licensee, a highly regarded mentor, and business owner. This is an opportunity to build a business utilizing the tools, methodology, and support of like-minded entrepreneurs who are seizing the opportunity to take their practice to the next level.
Responsibilities include:
• Work with the licensee to develop and build a financial planning business
• Provision of financial advice to existing, long term clients
• Work alongside the owners of the accounting practice to offer advice to their existing clients. You will explore financial options, build a plan and manage them on a month to month basis
• Client Implementation – project manage the establishment of new products and transition of existing
• Professional development – maintain required qualifications, through continuing education and attending seminars and courses as required

Associate/Financial Adviser – Richmond Office

Income Solutions


A dual role opportunity has opened up for a professional Associate/Adviser, with 12+ months experience advising clients; and 3+ years’ experience and technical knowledge as an Associate, to join this practice. This Financial Planning practice is based in Richmond and currently operating on a blended model of office and home working arrangements. A progressive firm driven by outcomes, we aim to continue with this blended and flexible working arrangement, however this will remain subject to change, driven by client needs. An inclusive culture and great company values that are strongly supported by the founding Partner through to the business, this is an organisation that it is a pleasure to work for.

Financial Adviser / Financial Planner for the Young + Rich

Pivot Wealth

Ethical, FFS, privately licensed, low volume-high touch/impact offering
Fast-growing, award-winning firm in CBD location with fund & dynamic team
No sales, service strong flows of new ideal clients PRE signed

Seeking top shelf adviser w. strong client leadership skills, experience w. high end clients, solid technical knowledge, & passion to build relationships

We’re on the hunt for a gun financial adviser / financial planner to join our fast-paced team. In this role, you’ll be working closely with existing or pre-signed new clients (no outbound sales needed) deliver life-changing financial advice to our clients. This role has a huge amount of growth potential, and will suit someone with a legendary level of attention to detail, a positive attitude, and a desire to help people.

PLEASE NOTE: This is not a sales role, or a position where you’ll need to be cold-calling or hard selling. We’re in a fortunate position to have a compelling service that drives a solid amount of high quality inbound enquiries. You will be introduced to a small number of high end existing clients and steady flow of pre-signed on new clients from the principal adviser.

But while your experience, technical and soft skills are important, the majority of the ‘must have’ characteristics for this role are about who you are as a person (skills are much easier to train than values).

Key Responsibilities:
Be responsible for delivering a structured and mapped out advice offering that’s been awarded the Best * * Client Service in Australia, Best Client Servicing Company in Australia, Innovators of the Year, and Most Influential Financial Advisers in Australia for several years running
Take ownership of a small group of around 20 high net wealth clients, most in their 30’s and 40’s and help them structure their finances (not just their investments) to reduce tax, grow their total asset base, and ultimately help them create financial freedom
Help to onboard a steady flow of new clients with a high level of support from the operations team
Build a deep understanding of every client’s personal goals and help them drive the action needed to turn them into reality
Work closely with our external partners i.e. accountants, mortgage brokers, lawyers to deliver a comprehensive financial project management service
Work in a fun, playful but professional, caring team environment with an internal team of superstars
Work closely with the operations team to help ensure all advice gets implemented smoothly and seamlessly so our clients turn their plans into results sooner

To totally crush it in this role, you must possess the following:
* A passion to help clients really understand the ‘why’ behind the advice you deliver, so they achieve true financial confidence and eliminate money-related stress
* Someone that (with only thinking of the client) is assertive to help clients do what’s needed to get the results they want as efficiently as possible
* The ability to identify and call out BS or excuses and push clients to get back on track when they’re de-prioritising their money success
* You have a legendary level of accuracy and attention to detail
* You have superior time management skills and are great at prioritising and problem-solving
* You understand that the little things are the big things, and that not having the detail fully nailed gets under your skin
* You get a kick out helping people and exceeding expectations. Doing awesome things for others is part of who you are
* You’ve got a lifelong passion for learning and growing, and aren’t scared to leave your comfort zone
* You enjoy being part of a team environment and hero’ing everyone that’s involved in the advice process more than yourself (i.e. no brilliant dkheads)
* You’re not afraid to be yourself and have fun in the workplace – you think of your work as an extension of who you are, not just a way to make money

Rewards and Benefits
This role has the opportunity to write your own ticket. You will receive a competitive remuneration package (including profit share) with unlimited potential for someone that can deliver at a high standard. If you believe you have the skills and experience to be successful in this role, please submit your resume with a cover letter telling us why you’re the right person for the role.

Advice Associate / Future Financial Adviser

Pivot Wealth

We’re on the hunt for a gun paraplanner / associate / future financial adviser to join our fast-paced team. In this role, you’ll be working closely with our senior advisers and advice team to support the delivery of financial advice to our clients. This role has a huge amount of growth potential, and will suit someone with a legendary level of attention to detail, a positive attitude, and a desire to learn the ropes of what it takes to be one of the best financial advisers in our profession.

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