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Associate Adviser

Link Wealth Group

The successful candidate will be responsible for:
• Working closely with a Senior Adviser to provide a high level of service to clients together with continued development of relationships for the future
• Conduct analysis of client portfolios and recommend relevant changes
• Ensure all transactions are in line with compliance requirements
• Preparation of all documentation for client reviews and meetings
• Assist clients with any queries in relation to investment portfolios
• Liaise with external providers, referral partners and internal team
Salary package will be dependent on the applicant’s qualifications and experience, your package will include salary and a performance based bonus.
Apply now to be a part of our growing and progressive firm!
Send your application to cassandra@linkwealth.com.au

Client Services Administrator / Insurance

Diamond Blue Financial Services

• Exciting opportunity to join a growing, high performing and dynamic business, with great benefits
• Collaborative and supportive culture
• Must be located in Sydney and able to work in the office full time

CLIENT SERVICES OFFICER (with ability to advance)

A&B Financial Planning (Temora NSW 1hr north of Wagga)

Client Services Officer (applications close 5pm 20th May 2022)
A professional and progressive business in Temora requires a full-time client services officer to join their dedicated team.
KEY REQUIREMENTS
• Team & client focused
• Good organisational and prioritisation skills
• Attention to detail with an ability to grasp new concepts
• Strong computer and Microsoft Office suite experience.
ROLE AND RESPONSIBILITIES
The role will be to provide a comprehensive, confidential and professional administrative support service to Financial Advisers in all aspects concerned with the efficient and effective administration of their client base. Including:
• Fully utilise back office system to ensure client records are up to date
• Preparing for client meetings
• Dealing with general client queries, both verbal and written
• Corresponding with investment companies and providers to obtain the necessary information and documentation required.
• Competent use of financial services software
With our business founded on strong client relationships, good interpersonal skills are essential. You will need to be passionate about personal improvement and pride yourself on your strong work ethic.
Experience in the financial services industry and with software program, XPLAN, would be highly regarded.
If you are looking for a role where you will be genuinely recognised for your efforts, or looking for the next step in your career, please apply.

We pride ourselves on working to live, not the other way around! No overtime is necessary for this position.

Client Services Administration

Prosper Advisory

or

Remote

– Long standing successful business – Secure & growing, learn from experienced professionals.
– Opportunities to work from home and when in the office, work close to home (Bentleigh/Border of Moorabbin) and avoid the city commute.
– Free parking & two-minute walk from train station.
– Competitive salary commensurate to experience & qualifications
– Full time, or open to someone part-time, minimum 25 hours per week.

You will be working closely with the financial planning partner, senior adviser and para planner in our business to provide quality client service and administrative support to the financial planning division of the business. You can expect to service the existing clients of our business whilst also providing support for new client work.

It’s a hands-on role and responsibilities will include;

• managing admin requirements of day to day workflow tasks, advice & insurance implementation and client review processes.
• manage administration processes to ensure efficient & effective service to clients. For example, booking appointments, calendar management, email and phone communications to clients and providers.
• use of Xplan to load and manage new and existing client data, fact finds and risk profiles and manage reporting requirements.
• professional client contact via email and phone to arrange appointments and handle client queries and administrative needs.
• use of BT (predominantly) and other platforms to manage client portfolios.
• respond to team member queries/requests for actioning of tasks.
• administrative preparation of Statements of Advice, RoA’s, research, preparation of forms and other required documents.
• responsible for FP bill requirements in MYOB and APS (training provided if not experienced).
• processing of fortnightly FP commission reports.

You will also work with one of the partners on other tasks to assist the growth of the business, for example assisting with marketing plans the partner and our marketing consultant work on such as events, webinars, communications etc. This does not require marketing experience or skills.

You will be part of a great team who all have a lot of experience and work very well together.

We have lovely clients who are long standing and very nice to work with. We are also bringing on a lot of new clients which creates a positive environment and interesting new work opportunities.

We are a very friendly team and all look out for each other to ensure it is an enjoyable workplace where everyone is well supported and can contribute and speak up with ideas, suggestions or areas for improvement.

This role is available due to an existing team member moving through the business after being with us for four years and having completed further studies. This person and the team will be on hand to assist with training and support in the role.

Para planner

Tardis Advice

Experienced Paraplanner required.

An opportunity exists for a skilled and experienced Paraplanner. Your role is to work as part of a small dynamic team assisting our financial adviser.
An ability to work as a contributing member of a team is essential. We are looking for someone who takes ownership of tasks, has an eye for detail, is accountable and reliable.
We are a fee-for-service firm and are self licensed. We work with medical professionals and high net wealth individuals. We are based in Stones Corner.
When hiring, our major priority is getting the right person for the position. We place a high priority on company culture and the work environment. There is genuine opportunity to make this position your own.

Responsibilities will be wide and varied and will include: SOA’s, ROA’s, Project Management of client projects (eg project management and finalisation of Estate planning), portfolio review reports, projections, modelling, implementation of advice, maintaining client databases.
You recognise the nature of a small business; as such you will readily assist staff members and will complete a range of tasks (including those outside of your normal role) as the need arises.
Your primary role will be supporting our financial adviser. You will attend client meetings with our adviser and be responsible for recording, implementing and delivering on the advice. You will complete reports, modelling and compliance documents. You will do this with the support of our client service manager and administration team.

FINANCIAL ADVICE BUT NOT AS YOU KNOW IT

ADELE MARTIN MONEY MENTOR

Remote

I’m looking for someone who can support my online money program.

My Money Buddy has been in existence for over 2 years and had close to 200 people go through the program.

We are able to get clients amazing results without having to do sales meetings, SOA etc.

I have a proven formula and process I use for marketing & sales and as we have grown I am needing someone to help me execute.

* They would be responsible for scheduling social media for week
* Responding to incoming chats (so some financial knowledge would help)
* Welcoming people into Facebook community
* Helping ensure people take action and work their way through program

You wouldn’t need to:

* Do SOA’s
* Do Sales Calls
* Have Meetings with Clients
* Be licensed to give advice

We would do a generous revenue share rather than a set “wage” so sky limit with income.

The hours are 100% flexible and virtual – work when you like.

I am thinking it could be great:

* for maybe a mum that got out of advice because they hated compliance but still really loved helping people and had some financial knowledge

* Someone that loves marketing / educating clients

* Someone that loves systems and processes (both helping create and following)

* Maybe a para-planner that is looking for a bit more variety

* A financial influencer who has experience with social media

Experienced Adviser – WE ARE STILL LOOKING FOR YOU!

A&B Financial Planning (Temora NSW)

or

Remote

The Role / Benefits
– This is the ideal opportunity for those looking for something different. Working in Temora’s rural setting is the alternative to working in the CBD, where business and life is a constant rush!
– You will be ideal for this role if you have strong experience providing goals-based advice, working with accumulators, SMSF’s Trusts, Retirement and Succession Plan strategies, and investment advice.
– The role focuses on client-facing with full back-office support provided via our in-house paraplanners and CSO’s.
– The role includes providing high-quality education and financial planning advice either face to face or via other channels (phone/video); a limited amount of travel will be necessary.
– You will manage reviews and have regular contact with our clients.
– We care deeply about our people and our team; Our inclusive culture encourages and empowers all of us to belong. Flexibility is part of this culture. Specifically, we believe in having a work/life balance. Over-time or extended hours is not expected.
– Growth and progression available – there may be the opportunity to buy equity in the business for the right person.
– Salary dependent on experience – ranging up to $110,000 p.a. plus super.
***We will consider a senior adviser not proceeding with extra education requirements required before 1 January 2026.
***Full-time is preferred, however we may consider a part-time or contract role and/or could be some opportunity to work remotely.

This is not just a job.
We are offering a career and lifestyle for you and your family! Go on… consider a country change!
The Lifestyle – Set in Regional NSW is the beautiful town of Temora (1hr north of Wagga Wagga). An idyllic place where you and your family will grow and thrive.
– Great schools, both public and private.
– Numerous sporting clubs / hospital / modern medical centre.
– Numerous eateries, coffee shops and hairdressers.
– Lake Centenary (and walking track) fishing, boating, skiing and swimming.
– The town pool, Olympic sized / water slide / splash park / heated therapy pool.
– Temora Aviation Museum / Rural Museum / Skate Park / Platform Y (Youth centre and community hub for the under 25’s).
– Town Hall Movie Theatre / State Parks nearby / driving distance to Murrumbidgee River.
– Temora is a main travel junction. Smack bang between Sydney and Melbourne, and a main route from Melbourne to Brisbane / 2.5hrs drive from Canberra.
https://www.temora.nsw.gov.au/Home

Temora: Small town, big heart

Financial Planner – Fully Remote Role – Working with Women Going Through Separation and Divorce

Leapfrog LIFE

Remote

• Work making a real impact in the unique niche of helping women through separation and divorce.
• Be the voice supporting an online community of over 2,500 women.
• Work from home, flexible hours.

Client Service and Administration

North West Wealth Management

or

Remote

We are a boutique and expanding wealth management business based in Tamworth in Northern NSW. We are looking for a highly motivated and tech savvy individual to join our team. The role is flexible and ideally based in Tamworth, but for the right person don’t be afraid to apply! There is the opportunity for progression in the business for the right person, including moving to an advice role in time.

Financial Planning (Servicing) Associate

Embrace Wealth

or

Remote

Servicing Associate – Ascot Vale Office

About the role

An opportunity has opened for a professional, experienced (3+ Years), technically knowledgeable Associate to join this practice. The primary focus of this particular Associate Role within the business, will be on holding strong relationships with key clients, attending meetings and providing excellent service.

Key accountabilities

Providing support to 2-3 Senior Financial Planners, you will be responsible for the following;

Attending client meetings in conjunction with a Senior Financial Planner, gathering information to prepare and develop strategies.
Coordination and preparation of pre-work before client review meetings.
Liaising with clients and other stakeholders to support the collection of information, keeping the clients and stakeholders informed ensuring the client experience is of a high level.
Overseeing and managing the Implementation of all strategy recommendations with the assistance of a Client Services Officer.
Prepare and develop financial planning strategies, financial modelling and incorporate available options into a strategy presentation. Ensure that the options provided meet clients’ needs, achieving their personal goals.

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