xy+

Can't find the right job?

Role type  

Employment type  

Type of work

Location 

Role type  

Employment type  

Type of work

Location 

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 ideally is full time and 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.

Financial Planner – Mandurah WA

WealthVisory Private Clients

Financial Planner Position : $120,000-$180,000

Outstanding opportunity for an experienced financial planner to join a highly regarded and established full-service practice in Mandurah to provide great advice to both new and existing clients from our strong referral partner.

The Role:

Build and maintain relationships with existing clients
Handling of all new clients from strong referral partner.
Emphasis towards retirement planning and insurance needs
Act in the client’s best interests and fully understand the client’s needs
Comply with legislative and regulatory frameworks
Work to improve the financial planning process and client engagement experience
Equity oppportunities if desired.

cso/ financial adviser assistant

jvfs

or

Remote

We are looking for a motivated, honest, friendly, punctual person who has
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
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices
Someone who can mange fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage
Quick learner that can be trained to help the cso with admin tasks and takeover as cso
rewards and bonus structures for the right person

AR qualified Associate Adviser fast track to Senior Adviser

Pivot Wealth

❌ Caught up in admin work that’s not progressing your career?
❌ Suffering w. internal politics & minimal flexibility?
❌ Not appreciated or well rewarded for your hard work?

Seeking an ASIC Authorised Representative registered Associate Adviser ready to take their career to the next level and join a fun, fast growing team

About the opportunity
We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is onboarding these clients and building long term relationships with them. We’re a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work. Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.

About the role
The core of an Associate role at Pivot is being responsible for supporting a Senior Adviser with the following:
* Delivering an amazing client experience at every step of our client’s money journey
* Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard
* Pushing the clients to drive the action needed for them to achieve financial success
* Working seamlessly with other team members on advice and service delivery
Other elements of the role
* Work in a fun, playful but professional, politics-free environment with a team of other superstars
* Advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning

Associate Adviser professional year pathway

Pivot Wealth

❌ Caught up in admin work that’s not progressing your career?
❌ Suffering w. internal politics & minimal flexibility?
❌ Not appreciated or well rewarded for your hard work?

Seeking an experienced Associate wanting to take on the professional year and grow into an adviser role in a fun, fast growing team

About the opportunity
We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is onboarding these clients and building long term relationships with them. We’re a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work. Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.

About the role
The core of an Associate role at Pivot is being responsible for supporting a Senior Adviser with the following:
* Delivering an amazing client experience at every step of our client’s money journey
* Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard
* Pushing the clients to drive the action needed for them to achieve financial success
* Working seamlessly with other team members on advice and service delivery
Other elements of the role
* Work in a fun, playful but professional, politics-free environment with a team of other superstars
* Advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning

Client Service Officer – with Pathway to Financial Adviser

BMO Financial Solutions

To keep pace with our clients and continue delivering outstanding service our Financial Planning team is currently seeking suitable applicants for a Client Service Officer (CSO) role. For the right person this role will see progression from CSO all the way through to Financial Advisor.

This role will work closely with Director and Senior Financial Planner. Additional tasks representative of this role will be added over time as you follow a pathway provided to become a Financial Adviser. We believe that to be great in this role we will need to develop a large range of skills and experience. For the right candidate, you will be provided with training and mentoring from 2 experienced advisers.

Key duties of the role will be:

• Preparation of the implementation documents and notes for Statements of Advice to be presented to clients.
• Facilitation of client advice implementation including (but not limited to) lodgement of applications and rollovers, insurance applications including quotes and underwriting, SMSF establishment, Centrelink.
• 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.
• Liaising with Fund Managers and Share Brokers regarding client investments;
• Assisting with the preparation, documentation and maintenance of Financial Planning procedures;

Client Service Manager “Chief Admin”

Astute

or

Remote

Uncharted admin position available ready to make it your own.

Due to natural growth, an exciting and highly rewarding opportunity has arisen for a Client Service Manager to join the team based in the Lutwyche office on a permanent basis.
The Client Services Manager is responsible for assisting the Financial Advisers in the research, implementation, and ongoing administration of client strategies. These tasks include managing a large ongoing client book including opt ins, review preparation researching current client products, helping to compile correct documentation for client meetings, managing the implementation of new and existing business, maintaining accurate data and records, producing correspondence and reports, and providing non-advice related customer service. The main focus of the role is to provide quality service and effective support to the Financial Advisers.

Key Responsibilities:
• Managing client reviews (process expanded below)
• Preparation of advice documents and implementation of chosen strategies (process expanded below)
• Providing high level administrative support to advisers, and the broader wealth team
• Point of contact for client inquiries (phone & email)
• Liaising with product providers and other third parties
• Monitoring of new business lodged through to completion

Client Services
The client services manager is responsible for client administration and providing support to the advisers and implementation of SoA strategy.
– Contact clients to arrange meetings and follow up.
– Seek information from client’s other professional advisers.
– Implement investment, super & risk recommendations promptly.
– Liaise with retail super funds to accurately research and obtain relevant information.
– Prepare all paperwork and applications for SoA presentations.
– Prepare all review packs for the Advisers.
– Assist in the preparation of file notes.

Review Process
– Send emails to ongoing service clients.
– Create review documents with all their up-to-date information via Advice Revolution.
– Book appointments.
– Help with implementation of reviews.
– Create FDS and Consent forms out of Xplan.

Statements of Advice Process
– Compile SoA’s through XPlan using client’s files, Lifestyle & Risk Profile Questionnaires and Financial Adviser’s file notes.
– Proactively liaise with Financial Adviser to ensure that all SoA’s are in line with the client’s needs and objectives, easy to understand and technically correct.
– Help with Research and assist the Financial Adviser to develop strategies.
– Comparing insurance and superannuation products.
– Ensure SoA’s are compliant with Company Professional Standards and financial planning guidelines as defined by ASIC and FPA.

Benefits and perks
As a family business, we want to help our team members achieve their full potential. This is what we offer in return:
– Great Use of technology – laptops, Fintech, Automation cloud-based systems, remote access to all systems.
– Dynamic working arrangement on offer for the right candidate – hybrid mix of office and remote working.
– A competitive salary.
– The ability to grow with the business from a career perspective.
o The role can turn into a paraplanner or associate adviser for the right candidate
– A friendly, open-minded team environment.
– Mentoring and support from a team of experienced financial advisers.
– Commitment to ongoing professional development and training.
– Regular team building and social events.
– Opportunity to make a difference in a vibrant work environment focused on team improvement and success.
Our Ideal Candidate Will Have
– Industry experience will be highly regarded however the right candidate without experience but looking for a start in the industry will be considered.
– Experience using XPlan or other similar software (preferable).
– Excellent organisational, communication and interpersonal skills.
– Demonstrate a proven ability to juggle competing priorities daily.
– A positive, can-do attitude with a team orientated approach.
– Excellent presentation and a polite, professional manner.
– Proven strong attention to detail.
– Proven ability to work both in a team and autonomously.
– A flexible person, and you have a pro-active attitude within the workplace.
– Proficient in written and verbal communication and have a keen eye for detail.

If you would like to work with a committed team, that supports ongoing training and personal development, whilst recognising and rewarding good performance please DM me

Are you an Adviser looking for a non-conflicted home with the opportunity of gaining equity in the license?

Advice Evolution

Remote

Advice Evolution is the ultimate alternative to getting your own license!
Our philosophy is adviser freedom. We strive to enable our advisers to do what they do best – give great advice and build the wealth and independence of their clients.

If you are an adviser (based anywhere in Australia) looking for a better way of running your business, free from the bias of an institution, we would welcome the opportunity to have a chat and get to know what drives you and your business.
(We are also open to onboarding graduates!)

Call our Executive Officer Brooke on 0448 788 559 or email eo@adviceevolution.com.au

Hey, are you in the XY+ inner circle?

You need to be an XY+ member to post a job ad or CV

or