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Client Manager

Forbes Fava Financial Planning

Client manager aspiring to become a financial adviser. Please read our add online. A little bit different to your average add and application. Are you looking to progress in your career and provide advice in the future??

Job add here https://www.seek.com.au/job/53384959

Associate Adviser

Kelly Partners Private Wealth

or

Remote

Attend meetings with the Senior Advisor for both new and existing clients
Assist with SOA requests for outsourced paraplanner in a professional and compliant manner
Researching and developing financial strategies for clients
Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
Attending to general client queries
Maintenance and tracking client portfolios
Developing and refining administration processes.

Virtual Agency (Administration Services) Manager

Wealth Axis

Remote

What are we looking for?

We are looking for an enthusiastic and hands-on leader to take responsibility for our offshore staff. As an integral part of our management team, you would enjoy supervising remote workers and motivating them to exceed expectations. The role would be the essential bridge between our valued clients and our talent pool, ensuring all deliverables are timely and of consistently high quality.

Some of our key expectations in how you would run your team are:

Daily “stand-up” meetings
Providing continuous guidance and training
Organising and allocating workflow
Clearly identifying what the client wants
Comfortable providing direct feedback
Encouraging staff with both the “carrot and stick”
Evaluating staff performance
Monitoring time-management and billable hours
As a key liaison for our clients, you will definitely need to be a “people-person” from the start. So if you have a passion for helping people, are hard-working and process-driven then this may just be the career you have always wanted.

Financial Planning Administrator

Morrows Private Wealth

The role will involve

Managing workflow and correspondence, prioritising tasks and filtering action items as they arise
Preparing client documents for financial planning (application forms, investment administration forms, etc)
Proactive maintenance of our client databases to improve data integrity
Liaising with clients and third parties via phone and email
General admin including collation of client documents, scanning, printing, filing and mail management
Working within and supporting the Private Wealth Team
Working across the wider client service group on projects and initiatives

CSO / Front of House

Embrace Wealth (Ascot Vale, VIC)

A new role for a Client Service Officer / Front of House has opened up for our new office in Ascot Vale. Would suit Financial Planning Uni Student looking to transition into Full-Time work after completing Studies.

Key responsibilities include greeting and acting as the first point of contact for clients (answering phones and reception duties, booking and coordinating appointments, administrative duties in running the office, filing) as well as client service responsibilities including database management, supporting Financial Advisers and Associates and implementation support.

A genuine opportunity for a foot in the door to an awesome team with great culture and passion for financial advice exists for the right candidate

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 / CSO / Future Financial Adviser

Pivot Wealth

We’re on the hunt for a gun 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.

Key Responsibilities:
* Work closely with Advisers and the advice teams to onboard new clients and look after our existing clients
* Work closely with clients collecting and arranging the information we need to deliver an epic money plan
* Power the engine room by prepping for meetings and arranging follow-up meetings
* Work with our suppliers and partners to support the advice process
* Help with document preparation, management, and compliance reporting

Associate Adviser / Future Superstar

Pivot Wealth

We’re looking to grow their team with someone that’s ready to really lean in and make a name for themselves in the firm, be ultra-assertive where needed to push their busy & time poor clients to take the action needed to drive the results they want, and at the same time become a key part of the money and life journey for a very special group of humans.

About The Role
Pivot is on the hunt for a driven, enthusiastic Associate Adviser to join our client-focused team. In this role, you will be working closely with the Financial Advice and Client Services teams to research, develop, implement and review financial strategies for both new and existing clients.
Pivot is growing strongly and presents the opportunity for the right advisers to progress into full Financial Advisory roles.

This role is particularly suited for those with previous experience in an adviser support role looking to take on greater responsibility in a position focused on client-facing work and communication. With room to grow and progress your career in financial planning, our ideal Associate Adviser will be a driven and focused financial professional just as capable of providing support in a team environment as they are autonomously conducting research to help develop strategies that will best suit our clients’ needs.

Key Responsibilities
* Support the financial advisers in developing client strategies and managing ongoing client queries
* Actioning financial strategies discussed following client meetings
* Actively nurturing existing client relationships by getting to know their situation and helping to develop strategies that will achieve their goals
* Be proactive in maintaining My Wealth Solutions’ high standard when it comes to client service and support
* Prepare Statement of Advice and Record of Advice documents that are compliant with the relevant legislation and meet clients’ best interests
* Stay up to date with changes in legislation and ensure all compliance needs are met to a high standard and in a timely manner
* Maintain active, regular communication with clients throughout company processes
* Confidently provide detailed, accurate research and calculations to serve the needs and goals of clients
* Positively contribute to a collaborative company culture and strive to continually improve professionally
* A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities.

Paraplanner (Australia wide)

Specky Paraplanners

Remote

We’re looking for a paraplanner who is as passionate about the industry as we are!

As this is a work from home position, there will be no one looking over your shoulder; you’ll need to be able to self-motivate and manage your own time effectively to ensure deadlines are met.

We are looking for 30-40 hours per week (will consider 20+ hours for the right candidate)

As a paraplanner, you’ll be completing a range of documents for our clients, including:
– Statements of Advice
– Records of Advice
– Product research and comparisons
– Financial modelling
– Reviews.

Despite working from home, you won’t be on your own. You’ll be part of a team that offers great support and a wealth of knowledge to help you succeed. We have clear processes in place to ensure each member of the team knows what is expected of them and has ready access to the tools they need.

You’ll be able to choose your own hours; however, you will need to be available during business hours at least two days per week, in order to be able to communicate promptly and effectively with our clients.

Remuneration is based on an hourly rate plus home office allowance.

Advice OS/Midwinter Guru

Mondy Financial Services

or

Remote

We need help with this software. I have had Advice OS for years and predict we use about 10% of its capability. Show me how to use it better!! Particularly CRM, FDS and task management. We have not used these at all. Probably prefer an initial face to face and then maybe a few sessions either phone/remote, whatever suits.

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