Jobs Board

Role Type
Employment Type
Work Type

Client Services Specialist

or

Remote

Plutosoft

Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft has helped to ‘rocket fuel’ the success of leading financial planning firms around Australia.

We are now growing our client services team and are looking for candidates with prior financial planning experience who would like to move to a new and exciting career pathway in financial technology.

Associate / Client Services

JVA Financial Services

JVA Financial Services are growing! We are heading into 2023 with new opportunities, new processes and great clients to work with.

We are currently looking for driven and enthusiastic Associates and Client Service Officers who are looking to develop their Financial Planning career in a supported environment. JVA are proud to be able to provide a career pathway to emerging planners and support through their Professional Year.

If you have previous experience in a financial planning practice, place client experience as your priority and thrive on a diverse work environment with plenty of opportunity for growth, development and reward, a role with JVA could be for you!

Experienced Associate Adviser/Paraplanner/Adviser in training

Capital Partners

An exciting opportunity exists to join our award-winning team of nearly 40. Ranked in the Top 25 organisations under 100 employees in the WRK+ Best Places to Work in Australia 2021 list, we take culture seriously. We’ve also been awarded Best Professional Practice in Australia by the Financial Planning Association, not once, but twice.

Our purpose is to help our clients and team explore what’s possible and achieve bigger futures. Our values, ‘Think, Do, Live, Play’ are our code of conduct and define our culture and who we are as people today.

For more details see our website: https://capital-partners.com.au/careers/

Financial Planner – Orange NSW

Step Up Financial Group Pty Ltd

ABOUT US:
Step Up Group is a thriving self-licenced financial advice business based in the vibrant town of Orange. We have a broad base of clients but a strong focus on younger wealth accumulator clients. Our sustained growth means we need an additional Financial Planner to help service our existing client base, and meet the needs of new clients wanting our services.

Adviser Care Associate

or

Remote

Futurity Investment Group

Futurity is a mutually structured financial institution and one of Australia’s leading issuer of tax-effective, life-event Education Bonds distributed through both Financial Advisers and Consumers. We are passionate about ensuring our customers and their families attain financial self-sufficiency that meets their lifelong education objectives. We have total assets of ~$1.3 billion and manage and invest over $1.2 billion in education investments and savings.
Our brand is proactive, with a client first focus and we are looking to grow. This role sits in a small team of 5, and will primarily support Financial Advisers to deliver a ‘best in industry’ experience for their investors.

Fundamental to our success is our strong and positive culture through a people focussed approach. We are a small business of approx 90 employees and we recognise that diversity and inclusion are essential and help to build teamwork and success and are committed to attracting and retaining talent from all backgrounds. We do not discriminate based on race, ethnicity, religion, gender, age, disability, or other characteristics.
Futurity was awarded in the 2021 Plan For Life, Actuaries and Researchers Excellence Awards, the Best Education Bond award, Adviser Support Award and Customer Service Award.
We were also recently awarded the winner of the 2021 Women in Finance Employer of the Year Award, being recognised for shaping and influencing the financial services industry.
Futurity Investments Group is committed to improving our workplace culture, employee benefits and engagement. We value flexibility and encourage our team members to work in ways that meet their work/life commitments and support their wellbeing.

Associate Financial Adviser

or

Remote

OBT Financial Group

We are fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups, with their complex financial needs.
Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base). Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation and business improvement services.

Client Experience Officer

Future Focus Financial Planning

We launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.

Our small team of four have between us 36 years’ experience in Financial Planning in the Illawarra.

Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.

We believe we represent what Financial Planning should be rather than what it once was (like many on XY!), and our success in our first 3 years is a testament to that, building a strong base of clients and advocates who love what we do.

Our business continues to evolve through industry leading approaches to client focused advice, client engagement, values-based investing, staff incentives and development, and business management.
We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative.

Associate

Much more than money

Much more than money is based in Canberra and Sydney, and has five financial advisers and 23 team members. Our clients are diverse and we have built long standing relationships with them as they progress through their financial journey.
Much is committed to development of team members, and provides a flexible working environment with many additional benefits aimed at ensuring our team are enjoying their best work life.

Member Services Administrator

or

Remote

The Advisers Association Ltd

The Advisers Association is a non-profit member-based association. We were initially established in 1925 and more recently have merged with the Hillross and Charter adviser associations.
We are advocates for the benefits to consumers and clients of financial planning generally, and are actively involved in the Joint Associations Working Groups for the Quality of Advice Review and the Australian Law Reform Commission.
Our members are national, and our office is located at the Hub, Customs House, Level 3, 31 Alfred St, Sydney (note we have flexible work arrangements to work remotely and in the office).

Financial Adviser

or

Remote

Samach Private Wealth

Samach offers bespoke services where we act as a Personal CFO to help run all of a client’s financial matters.
We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.

Our clients require quality advice tailored to them.