Associate Adviser / Future superstar
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.
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
Pivot Wealth is a small but fast growing, multi-award-winning privately licensed financial advice practice located in the Sydney CBD. Our two main points of difference are that firstly, they put delivering client results before everything else. And second, we don’t make their (mainly) young and rich-but-not-super-financially-literate clients feel dumb for not knowing how to decipher the overwhelming amount of knowledge you need to create true financial freedom and security. In short
2 years minimum experience in a financial adviser support role within a boutique to mid-sized financial planning firm, or 3 years equivalent within a large financial institution
Proven experience writing ROAs and SOAs
Experience using modelling tools i.e. Adviserlogic, Midwinter, Xtools+ highly rega