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Associate Adviser

Verse Wealth

or

Remote

Are you a high-performing Associate Adviser who…

🔵 Wants to work in a firm giving truly personalised and impactful advice?
🔵 Wants to progress faster toward your own career goals?
🔵 Wants to feel more valued for your contribution to clients and team?

If so, we’ve got an opportunity you might be interested in.

About the role

– Developing advice and strategies for new and existing clients that are mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
– Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
– Conducting ‘Introductory Chat’ meetings on Zoom with prospects to assess their suitability for getting financial advice
– Attending and assisting advisers in client meetings
– Assisting in the onboarding of new clients
– Liaising with paraplanning
– Reviewing Statements of Advice and Records of Advice.
– Communicating with clients to ensure they’re getting a world-class client experience.
– Collaborate with our advice partners across property, accounting and mortgage broking to manage the client’s financial strategy.

Why work with us?

– A fast-growing firm with an abundance of high-quality leads and new clients.
– We understand our clients in a deeply personal way by following our process based on the clients’ values, intentions, and financial well-being. If you’d like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
– Be part of a world-class culture that is professional, innovative, and fast-paced.
– We’re a real team, not just. a group of people that work at the same company so you won’t be battling any egos.
– A client experience and advice process that is at the leading edge of modern advice.
– Operate in a high-performance environment, that’s free of politics.
– A highly autonomous environment where you don’t need to clock on or off so you can integrate work into your life, and not the other way around.
– Balance working remotely and from our office (which is a beautiful place to work).
– Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
– 100% fee-for-advice with no conflicts you need to talk your way through.
– Extremely well operationalised business with great systems and technology.
– We own and operate our own AFSL so we’re not dictated by any licensee.
– Working at Verse helps people reach their potential so if you want to become a great Adviser in the future, you’ll be in the right place.

Senior Financial Adviser

Verse Wealth

or

Remote

🔵 Wanting to give more personalised and impactful advice?
🔵 Would like to spend more time with clients and less time doing admin and compliance?
🔵 Would feel better aligned in a more innovative and modern firm?

If so, we’ve got an opportunity you might be interested in.

About the role

– Provide advice to a large number of new clients and build long-term relationships with them.
– Work with mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
– Get to understand your clients in a deeply personal way by following our process based on the clients’ values, intentions, and financial well-being. If you’d like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
– Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
– Be focussed solely on your clients, as we have the resources and systems across administration, paraplanning, implementation, and compliance to free up your time and energy for what you’re great at.
– Have regular Journey sessions with clients to guide them towards their goals and make choices about how to not just build and preserve wealth, but use it as a resource to truly live.
– Collaborate with our advice partners across property, accounting and mortgage broking to manage the client’s financial strategy.

NOTE: This is not 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 huge amount of high-quality enquiries. Instead, this is a position where you’ll grow and guide a group of clients over the coming years.

Why work with us?

-A fast-growing firm with an abundance of high-quality leads and new clients.
– Clients are qualified by our onboarding team and pay to meet the Adviser for the first time.
– Be part of a world-class culture that is professional, innovative, and fast-paced.
– We’re a real team, not just. a group of people that work at the same company so you won’t be battling any egos.
– A client experience and advice process that is at the leading edge of modern advice.
– Operate in a high-performance environment, that’s free of politics.
– A highly autonomous environment where you don’t need to clock on or off so you can integrate work into your life, and not the other way around.
– Balance working remotely and from our office (which is a beautiful place to work).
– Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
– 100% fee-for-advice with no conflicts you need to talk your way through.
– Extremely well operationalised business with full back office support to make life as easy as possible for the Advisers.
– Own and operate our own AFSL so we’re not dictated by any licensee.
– Working at Verse helps people reach their potential.

To be a fit of the role, you must:

– Have great character – that means you’re a person of integrity and substance.
– Be able to build relationships quickly.
– Be passionate about the value of advice.
– Be confident in your advisory abilities and value.
– Not be afraid to have hard conversations with clients.
– Be willing to embrace our culture of innovation and selflessness.
– Have awesome time management skills and be great at prioritising.

Remuneration
Base salary between $100,000 and $150,000 + Super + Bonus

Interested?

Apply now with your resume and a compelling cover letter about why you’re the right fit for the role and we’ll be in touch with next steps OR reach me at corey@versewealth.com.au or 0435 757 884 if you want to take a more casual route.

Private Client Manager

BlueRock

Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn’t afraid to take charge and use their initiative to get things done.

What you’ll be doing
Working closely with our strategic advice team on complex client relationships
Overseeing and driving the full life cycle of the client process
Preparing advice scopes, strategies and research for Statements of Advice (with support of internal and external resources as required)
Providing support in formulating client strategies for holistic advice within a growing and fast-paced strategic advice unit
Proactively reviewing processes and suggesting improvements

Financial Planner – Associate Financial Planner – Tree change to Albury/Wodonga – Potential Equity

Crothers & Associates

We are an established boutique fee for service Financial Planning business located in Albury/Wodonga.
Due to our increasing business progress and an growing level of client referrals, we are now seeking an additional Financial Planner or Associate Financial Planner to support this development, with the opportunity to hold equity within the short to medium term period.
We will consider someone with limited experience, but ideally you will have a proven track record providing quality holistic Financial Planning advice or have a strong understanding of the financial advice process. This may suit a present Paraplanner wanting to step up to a Financial Planner role.
Remuneration will be in line with experience, with additional benefits and we offer flexibility with hours worked if required. On top of this, there will be full administrative and paraplanning support provided.
Our licensee is a leading, national privately owned licensee with a complete range of back office support services to help grow our business.
Lastly, did I mention, Albury/Wodonga is a fantastic place to work and live, and is presently booming!

Senior Financial Adviser

Pivot Wealth

* Lacking career, skills & income progression?
* Suffering w. internal politics & minimal flexibility?
* Not appreciated or well rewarded for your hard work?
Seeking a Senior 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, prospecting & sales, or caught up in compliance. 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 we’re one of the fastest growing companies in Australia (AFR Fast100 2021), this means 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 your skills in the process.

About the role
* Take ownership of a small group of around 20 HNW accumulator clients and onboard new clients to build new long term relationships (new clients pre-sold by our sales team so no prospecting required)
* The business has resources for sales, paraplanning, admin, implementation, and you will have a dedicated associate for support, meaning the FULL focus of the role is to work directly with clients ensuring the highest quality advice strategy is delivered and executed on
* 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

Why work with us?
* Recognised by the AFR’s Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows
* We’re committed to appreciating, recognising, and rewarding team members who put in the work to add real value to the business and our clients
* We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers
* Flexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ)
* We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% * * Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around
* Clients pre-signed and no prospecting, sales meetings, or cold calling
* We have great clients that are fun to work with and (like us) don’t take themselves too seriously
* Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier
* Nationally recognised as a leader in our space through a swag of awards for customer service, innovation, employer of the year, marketing, wellbeing and education programs and most influential advice firms in Australia
* We have plenty of work on and are effectively oversubscribed, but manage work internally to ensure our team aren’t working beyond their capacity
* Solid internal support and resourcing to work in your genius zone

If this opportunity excites you as much as the prospect of finding our next superstar excites us, please drop us a note here and we’ll send over more info

Client Services Officer

Carbon Group

You’ll be working closely with our clients and Wealth Management team from our Osborne Park office in implementing advice strategies. As the main point of contact for our valued clients, you’ll be who they reach out to about portfolio administration and general queries.

You will provide support in delivering exceptional client service to both our valued clients and to our Financial Adviser, and help to prepare review packs and all related documents for client meetings. You’ll also be providing general assistance with client enquiries over the phone, and be responsible for regular client communication.

Paraplanner

Ethinvest

or

Remote

Work within a super friendly team of 8 paraplanners and 8 advisers – very supportive culture
Full admin support so you can focus on the paraplanning
Key Responsibilities
– Advice Preparation – SoAs & RoAs
– Client Meetings – with advisers to ensure accurate info gathering
– Database Management – maintain client files
– Process Improvement – identify opportunities & work on solutions

Customer Success Manager

Advice Revolution

Remote

We want to create tools that businesses can’t live without. While we have plenty of very exciting opportunities to roll our software out across the industry, it’s important that we don’t just ‘sell tech’, but that we support our customers in adopting and making the most of our tools.

We know the key ingredient to having the majority of the Australian advice market using our software is the success of our customers. And that’s where you come in.

Initially, you’ll be responsible for training and onboarding of new users for Advice Revolution’s Pro application throughout Australia. We are looking for a person on the ground to support our sales efforts by training and onboarding our growing number of users and ensuring the effective rollout of our tools across their team.

After the first 6 months, we would love to see this role expand into an inbound sales role.

Key Responsibilities
-Providing an exceptional training and onboarding experience to all new customers
-Improving the usage of our tools by existing customers
-Maintaining strong communication with our support team and ensuring the delivery of a remarkable experience to our users
-Reporting on usage statistics, sales activity and sales performance directly to the Head of Sales & CEO
-Ability to grow your responsibility into an inbound sales role with leads directly provided to you by central marketing efforts

Benefits
-Employment arrangement – Ranging from contract to full time
-Remuneration – Attractive package will be provided for the right applicant
-Autonomy and flexibility – Flexible hours and 100% work from home arrangement

Support
-Leadership and training – Provided directly by the co-founders (CEO & CTO)
-Brand and Marketing – Established brand in market and mature marketing and promotion strategy
-Sales infrastructure and customer support – Established systems and processes with dedicated customer support and sales teams
-Product – Leading product in exciting new market

Experience required
-3+ years experience in customer service or sales
-Experience in either SaaS or Financial Services
-B2B sales experience is highly valued
-Xplan knowledge is highly valued

Looking for the next step in your career and want to join an exciting and growing SaaS company? – Apply for this Customer Success Manager role today!

Associate Adviser – Opportunity to progress quickly from Associate to Financial Adviser

Consilium Wealth Management

or

Remote

This role is open for someone who must have experience in financial planning (administration is ok) or has been an adviser in the past and wants to get back in it with a built referral network. The role will start permanent part-time, estimated 2-3 days per week (to discuss depending on your preference and background and experience). I can see the role turning into a full-time role (if you wish) within six months, and this will have some ownership of the client base.

I have an extensive referral base network with mortgage brokers, accountants, and lawyers to who you will receive warm referrals.

With expert advice and highly personalised service being core to the business, this Associate Advisor/Financial Planner role offers the opportunity to:
• Actively support Melbourne based Principal advisor
• Work closely with the team to help service clients
• Attend client meetings
• Attend a weekly network event with referral partners, such as accountants, lawyers, and mortgage brokers.
• Contribute to the quality advice strategies and enhance your financial planning technical knowledge
• Be involved in preparation and production of Statement of Advice and Record of Advice
• Maintain compliant client files and notes
• Act as a right-hand person to the adviser

Senior Client Service Officer

Sherrin Partners

An exciting opportunity has become available for a Senior Client Service Officer to join our team. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 40 employees, spanning across our offices in Brisbane, Maroochydore, and the Hunter Valley. The successful candidate will be based in either our Maroochydore or Brisbane branch and will have the opportunity to join a high performing and growing business.

Benefits of working at Sherrin Partners:

Flexible working arrangements
Salary sacrifice
Study remuneration packages
Quarterly social activities
Desirable Maroochydore or Brisbane CBD location
Work for a company that drives progress and success
Work with industry leading advisers
Opportunity to grow and develop within a progressive and successful business

Working as a part of our service team you will be responsible for:

Manage the implementation of strategy and processing of all documents
Manage all work in progress (WIP)
Maintain and update relevant systems and databases
Manage client inquiries with sophistication, empathy and professionalism
Liaise with providers
Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required

To be considered for this opportunity you require:

Experience in a similar role in financial services (mandatory)
High attention to detail
Strong time management skills
Ability to adopt new systems and processes efficiently
Ability to prioritise and organise tasks
Strong computer and data management skills
Determination to succeed, commitment to the business and an eagerness to learn
Bachelor degree in related field or working towards this qualification (preferable)

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