We’ve built a reputation in the market for being a business that looks after our people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.
Jobs Board
The one you’ve been waiting for. Life-changing Financial Adviser role
Sufficient Funds
You might already know that we are cruisy, t-shirt-wearing and sun-loving, but there’s more to it than that; we practice what we preach and are truly living our Sufficient lives: working and earning in roles we love and that keep us interested, in turn building our own stories of financial success and enjoying the freedom that remote work allows us.
Each individual in the SF team has strong emotional intelligence, a desire to see others grow and succeed, and a deep care for the quality of their work, our team and critically, the lives of our clients. The above qualities make us a formidable force and we are incredibly proud of the amazing work we do.
We and our clients have enjoyed immense success over the past few years and will continue to do so through rapid organic growth and continued strong partnerships with like-minded referral sources. As a result we continue to broaden our team via very careful selection of the industry’s best fits.
Financial Adviser
Port Phillip Financial Services
Port Phillip Financial Services is based in Mount Eliza on the beautiful Mornington Peninsula. The company has been established for almost 20 years and has a loyal and established client base.
We pride ourselves on our company culture in our family based office and have a continual focus on the success of its people and clients.
Client Services Administrator / Insurance
Diamond Blue Financial Services
We are a top performing financial services firm that offers investment, lending and insurance service for private wealth clients for over 15 years.
We have an opportunity for a new person to join our business that can assist our specialist insurance adviser and the team. We are looking for a candidate who can offer a high attention to detail.
If you have experience in the life insurance industry and like working in team environment – this role is for you!
Client Services Administration
Prosper Advisory
We are a financial planning and accounting business with a team of 13 people based in Bentleigh. We have a genuine care for our clients and team members and aim to have a supportive ‘family’ feel about our work environment. We have many many long term employees of over 10 years and some for over 30 years! We are a long standing business with two owners who have young families so understand and promote a good balance across work and life for the team.
Para planner
Tardis Advice
Why work for us:
We are a company that is motivated to make a difference to the clients we work with. Our team is passionate about providing high quality advice. The work is diverse and rewarding.
FINANCIAL ADVICE BUT NOT AS YOU KNOW IT
ADELE MARTIN MONEY MENTOR
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
I do advice differently – if you want to know more head to adelemartin.com
Financial Planner – Fully Remote Role – Working with Women Going Through Separation and Divorce
Leapfrog LIFE
Over the past three years, Leapfrog LIFE has built an active community of over 2,500 women going through separation and divorce. We are now seeking an adviser to join the team who is ready to dive in and take over the reins in this space.
You need to be ready to get engaged in the online group to show your talents and support this amazing group of women through live videos, podcasting, writing of blogs and of course providing quality, relevant and timely financial advice. We really want you to become the content matter expert in this niche. You will have the full support and mentorship of the business owner, a multi-award-winning adviser.
Financial Planning (Servicing) Associate
Embrace Wealth
This Financial Planning practice is based in Ascot Vale and is central to transport. With beautiful new offices, an inclusive culture and great company values that are strongly supported by the founding Partner through to the business, this is an organisation that it is a pleasure to work for.
Currently operating on a hybrid office/WFH model, with 3 days in office and 2 from home. Work life balance, and flexibility are part of our businesses DNA.
To apply, please send your resume with covering letter to contactus@embracewealth.com.au. Check us out at www.embracewealth.com.au
implementation /admin assistant
jvfs
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 help with implementation of existing and new business and will be responsible from start to finish to ensure the business completes in a compliant.
There is scope to increase your range of admin services to help with compliance, help with 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,
rewards and bonus structures for the right person