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Client Service Administrator with pathway to Associate Financial Adviser

King Financial Group

Initially the role will be a client service administrator role with a pathway to become an associate adviser. You will need to become proficient as a client service administrator first and then various tasks of an associate adviser will be added to your role with complete support and mentorship from a Senior Financial Adviser.

– Preparation of the implementation documents and notes for Statements of Advice to be presented to clients for our team of 2 advisers.
– Facilitation of client advice implementation including (but not limited to) lodgement of applications and rollovers, insurance applications including quotes and underwriting, SMSF establishment, Centrelink and Aged Care, establishment of the KFG Wealth Portal.
– Maintain constant communication with clients and advisers throughout the implementation process.
– Follow policies, processes and service standards to ensure legislative compliance is upheld.
– Ensuring all notes and data are recorded accurately.
– Arranging appointments for Advisers.
– Other administration duties as required.

Paraplanner / Associate Adviser

Morgans Financial

The position that we are seeking to fill has the flexibility to suit someone looking to be a career Paraplanner or someone who would like to transition to a client facing Adviser role in the future. We are happy to tailor the role for the right candidate.

About you:

We are seeking a deeply motivated applicant who will engage heavily in the ongoing delivery of advice to our large and diverse client base.

Experience in financial advice and technical knowledge is highly desirable. The immediate focus will be on supporting our advisers in servicing new and existing clients.

Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

Atlas Wealth Management

We are seeking expressions of interest from financial advisers and planners who would be interested in relocating to Dubai, UAE in the next 6-9 months and taking their advising skills to the next level.

As a self licensed Fee for Service firm that has been operating for 10 years we enjoy an enviable reputation in the market as being the leading provider of expat financial planning

Due to this reputation we receive a large number of high quality enquiries on a daily basis – no cold calling or aggressive sales tactics are required as part of this role..

As a financial planner based in the Dubai office you will be responsible for working with existing and new clients in the EMEA region which extends from Mumbai through to London and down to Cape Town.

Every day is different and you will meet some amazing Australians working in some fascinating careers.

The scope of work that you will be providing them will be an extension of the work you have been providing to Australian residents (investing, superannuation, property) with the expat twist. We call this providing two dimensional advice – where they are living and where they are accumulating their assets.

You will not be required to build Statements of Advice nor complete administrative tasks. Our team of CSO’s and paraplanners take care of all of this work.

It is all about advising clients and being there for them to answer their questions.

Financial adviser ready to make a difference!

Australian Financial Advisers Group Pty Ltd (AFA Group Wealth)

or

Remote

Due to unprecedented growth at AFA Group Wealth we are seeking the services of an ambitious financial adviser ready to join our team.

If you have a passion for working with ambitious individuals (primarily young families) and are comfortable using the latest technology to service clients, we would love to speak to you!

Client Service Officer with Growth Into Practice Manager

Rasiah Private Wealth Management

or

Remote

Loop Closer, System Builder, Master of Organisation, Founder Wrangler, Godzilla of Getting Stuff Done!

We are recruiting on behalf of a Financial Services firm located in Melbourne CBD, so just for clarity, the job won’t be with us (The Social Adviser). This is a young and fast growing, high service Financial Planning Business.

The real info you need is that the Business Owner is a hard-working Director/Financial Planner that needs someone that he likes and trusts to work alongside him and his team to serve the fantastic client base of the business. There will be significant client contact and responsibility for coordination of the business, the business systems and the director himself.

This role would ideally suit someone with experience working in a CSO role within a Financial Planning Business, who is looking for a growth opportunity and the chance to develop into the practice manager of the firm.

We believe in being honest and whilst the Director, like all of us, is not perfect he does really care about his family, his team and his clients. He wants someone to help free him to work on the business and to spend more time in front of clients. This is a ground floor opportunity to help create systems and processes and to be instrumental in shaping the potential of this business as it grows.

No one actually wants to say it like it is, talk like humans and be straight up with each other. Well… we don’t have the time to waste on following outdated hiring and recruitment protocols and we figure that as someone obsessed with efficiency and getting stuff done, you don’t either!

If you are the kind of person that likes counting down the hours until you finish work, or you’re just waiting around for the weekend, then DON’T read any further (but feel free to apply for some of those other positions where you can be a robot and do what you are told).

This is your chance to be part of something amazing and to put your stamp on working as part of a team where making a difference for others comes first and what we get out of it comes as a bonus.

Who you are;

• You are organized, stapler slinging, you love getting things done right, and figuring out better systems keeps you up at night. You don’t need direction to organise, it is in your blood.

• While you are obsessed with efficiency you are also not afraid to go out on a limb and make a few mistakes to figure out how to do things better.

• What drives you even more than efficiency is making sure that things get finished, that loops get closed, especially when you are not the one responsible for a task completion.

• You have no problems with the fact that your friends make jokes about you because you correct their grammar and spelling.

• You have no qualms about and need no permission to 1) Nag your boss or colleagues (in the pursuit of efficiency or loop closing). 2) Suggest new systems or processes for things other people don’t see as needing improvement. 3) Play devil’s advocate openly when your organisational spider sense is ringing alarm bells.

• If you don’t know something, instead of spending time inefficiently worrying, you create a structured plan to find the answer and then you follow it (because you know you can work out how to do anything if you decide to).

• Sometimes people may find you unemotional (but you know your spreadsheet or checklist, tells people exactly how you feel). Besides, you have already passed the point in your life where you have learned that investing a little in the soft and fluffy areas of collaboration and empathy is actually about efficiency ;-).

• You have no problems working with a visionary leader; who wants to do too much at once and who seems disorganised to you. In fact, while you may pretend to be frustrated at times, you also recognise the opportunity to challenge your need to organise and make things happen and it will be your pleasure to help turn vision into reality.

• You are experienced in our field, and the kind of person you are means you are going to figure things out quickly.

Financial Planner Sought

Master Your Money Now

or

Remote

Due to unprecedented growth, Master Your Money Now is seeking the services of an energetic and ambitious financial planner to join our team in 2021. If you have a passion for helping primarily millennial clients and are comfortable using the latest technology to service clients, we would love to speak to you!

The position will require you to be based out of our Geelong office. Open to both experienced financial planners and also paraplanners/CSOs looking to take a step up in their career. A strong social media presence and/or an existing client base would be highly regarded.

Please send an email to chris@masteryourmoneynow.com.au to find out more

Xplan Advice Technology Consultant

Wealth Axis

or

Remote

Advice Technology Consultant

Full-Time and Contract Available Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.

Top 3 reasons to work for us

Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.

Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.

Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.

Who are we looking for?

We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.

If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Advice Technology Consultant

Full-Time and Contract Available Work From Home

We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.

The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.

You will also be responsible for the:

Onboarding and assisting advisers and their support staff with any queries
Engage with internal stakeholders on support issues and processes
Delivering either face-to-face or webinar-based training sessions
Xplan Site administration
Document coding and workflow maintenance
Identify and implement changes to business systems and processes
Data conversion migration projects and data testing
Bulk data updates
Maintaining data feeds and responding to queries
Completing details financial modelling and strategy assessment in XPLAN
Engage with key stakeholders on proposed deliverables for projects
Plan and manage phases of the software development lifecycle for a variety of advice projects
Desired Skills and Experience

The successful applicant must be:

Relevant tertiary qualification or RG 146 Compliance highly regarded but not essential.
Extensive experience with Xplan
Demonstrated ability to assess areas for process improvement and implement advice technology solutions
A positive attitude towards your work and focus on continuous improvement
Enthusiastic and reliable with a strong attention to detail
Strong organisational skills to handle multiple tasks and demonstrated ability to manage an array of tasks
Ability to communicate (both verbally and in writing) in a clear and engaging manner
Demonstrated ability to work as part of a team
Great interpersonal skills, allowing you to build and maintain positive working relationships
Ability to use initiative and judgement in problem solving situations
Flexible and able to adapt to change
Committed to timely delivery and delivering exceptional customer service
How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au

Salary is negotiable depending on capability and experience.

OUTSOURCED PARAPLANNER – WORK FROM HOME

Wealth Axis

or

Remote

Outsourced Paraplanner Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to join our Outsource Paraplanning Team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver). Working with peers in Australia and overseas, you will be responsible for creating Advice Documents on behalf of our clients.

You will also be responsible for the:

Advice Document Production

Prepare professional, comprehensive and high quality financial advice documents
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Consult on “best practice” in advice production and paraplanning
Maintain strong communication with the team
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Desired Skills and Experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Be capable of working productively as part of a team with your peers and external stakeholders.
Have 3 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au [link removed]

Salary is negotiable depending on capability and experience.

Paraplanning/Quality Assurance Manager

Wealth Axis

or

Remote

Paraplanning/Quality Assurance Manager

Full-Time and Contract Available Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to take charge of our Paraplanning & Quality Assurance team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver), and be comfortable upskilling their team and troubleshooting in this area. Working with peers in Australia and overseas, you will be responsible for overseeing the production of advice and also providing technical support on paraplanning and advice modelling. Work from an office or at home in this exciting and flexible role.

Top 3 reasons to work for us

Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.

Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.

Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.

Who are we looking for?

We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.

If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Paraplanning/Quality Assurance Manager

Full-Time and Contract Available Work From Home

You will also be responsible for the:

Manage a Paraplanning Team

Oversee job rotation and workload allocation
Maintain strong communication with the team
Reviewing advice production, ensuring compliance and timeliness
Upskilling your team with regular training and feedback
Build an expert team of paraplanners
Participate in regular team presentations and meetings
Provide guidance to the team for modelling, paraplanning and compliance
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Working with Clients

Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Participate in professional development days and training
Consult on “best practice” in advice production and paraplanning
Complex Paraplanning

Prepare (both independently and using your team) professional, comprehensive and high quality financial advice documents
Be the go-to “guru” in paraplanning, armed with extensive technical know-how, and keep those skills up to date
Desired Skills and Experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Able to provide constructive, clear feedback
Be a willing participant in continuous learning
Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
Be capable of working productively as part of a team with your peers and external stakeholders, both in person and remotely.
Already have a tertiary or post-graduate Financial Planning qualification and/or Diploma or Advanced Diploma qualifications in Financial Planning
Have 5 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au

Salary is negotiable depending on capability and experience.

cso/ financial adviser assistant

jvfs

or

Remote

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

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