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Associate Adviser – Undertake your PROFESSIONAL YEAR!

RIVA Recruitment

  • Melbourne, Australia

Melbourne CBD location
Undertake your Professional Year
Become a financial adviser in 12 – 18 months

This is a permanent, full-time position located in Melbourne’s CBD with ample opportunity for career development. This role will involve sitting in on client meetings and assisting the advisers with client strategies.

Key responsibilities:
Build strong relationships with internal and external stakeholders
Research new client strategies
Prepare client presentations
Ensure client files are compliant
Opportunity to eventually adopt an existing book of clients.

Open Details

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!

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Open Details

Senior Financial Adviser ready to take on steady stream of pre-signed clients

Pivot Wealth

  • Sydney, Australia

Join what’s been labelled Australia’s Best Client Servicing Financial Advice business, Innovator of the Year, Women’s Workplace of the Year, and consistently ranked in Australia’s most influential financial advisers
About Pivot: https://youtu.be/qnbjtTgEMlo

Ethical, FFS, privately licensed, low volume-high touch/impact offering
Fast-growing, award-winning firm in CBD location with fun & 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

Open Details

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

Consilium Wealth Management

  • Melbourne, Australia

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

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Open Details

Advice and Para Planning Manager

Fox & Hare

  • Sydney, Australia

or

Remote

Reporting directly to the MD, this newly created position has been developed for a forward-thinking, go-getter. This is a business-critical role as you will be responsible for identifying, building and streamlining operational efficiencies to ensure that the “engine” room is rigidly built to accommodate the businesses’ ongoing growth.

Adaptability, strategically focused and a proactivity mindset are pivotal to the success of this role.

Responsibilities include:

Operations management – manage, monitor and ensure that workload is of a high standard and being delivered in time to clients

Process and Project Management – ongoing refinement and improvement of business processes. Manage projects to ensure the team and business are working effectively and productively

Leadership – manage paraplanners and administration team members. Train, mentor, upskill and ensure that your team is delivering at a high level.

Advice delivery – overseeing the accuracy of advice documents (including SOA’s and ROA’s) ensuring that they are of high quality and are compliant with legislation. Manage and monitor workflow, perform quality and compliance reviews of advice documents.

Open Details

Financial Advice Superstar

Fox & Hare

  • Sydney, Australia

or

Remote

An exciting opportunity for an experienced adviser to supervise and guide an existing base of around one hundred members. The lion’s share of the role falls to ensuring our members remain happy and engaged, with an eye to expand once they are settled.

We want to stress that there’s no business development required. All new leads will be provided.

Responsibilities include:

Member management; attend member meetings, provide advice on saving and debt repayment strategies, superannuation and insurance as well as general tax strategies. You will explore financial options, build a plan and manage them on a month to month basis

Member Implementation; you will guide and manage Member Service Officers to deliver your members’ financial strategies. You will be accountable and responsible for the preparation of and sign off on advice documents

Guide and advise the advice management team as they respond to member enquiries, SOA’s, ROA’s, action plans and other documents as required

Professional development and maintenance of required qualifications.

Open Details

Senior Client Service Officer

Sherrin Partners

  • Maroochydore, Australia

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)

Open Details

Servicing adviser as part of succession plan x2 positions

GrowUp Financial

  • Central Coast, Australia

Come empty handed. Step into a well established book of clients. Over a 12 month period, sit in on annual review meetings for hand over from a Snr Adviser who will exit the industry once January 2026 comes around.

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Open Details

Mortgage Broker

Master Your Money Now

  • Geelong, Australia

or

Remote

OPEN TO FINANCIAL PLANNERS WANTING A CAREER TWEAK

Due to unprecedented growth, we are seeking the services of an energetic and ambitious mortgage broker to join our Geelong based team. If you have a passion for helping primarily millennial clients and are comfortable using the latest technology to service clients, we would love to speak to you!

Open to applications from experienced mortgage brokers from either a banking environment or self-employed. 

We are seeking someone who is based in Geelong who

– Has considerable experience in a mortgage broking environment but doesn’t want the hassle of being “self employed”.
– Comfortable dealing with clients both face to face and remotely
– Are able to identify and discuss with the clients broader needs i.e. financial planning, general and personal insurance, estate planning
– Have referral sources to complement existing leads
– A strong social media presence would be highly regarded

 

Our ideal person will be:

– Self motivated with a desire to beat expectations
– Has a “client first” mentality at all timesAble to work independently and multi-task, but also part of a team
– Confident and proactivePunctual and reliable
– Thrives in a fast paced environmentStrong rapport skills with both clients and stakeholders
– Highly accurate and able to pay attention to little detail
– Deep understanding of compliance requirements
– Has required Diploma in Mortgage Broking

 

In return we will provide you with:

– A fresh, energetic, youthful brand with plans to expand and grow
– Less time spent on meaningless reports and meetings, more time with your clients
– Flexible working hoursNegotiable salary and results based remuneration structure
– Administration supportAssistance with ongoing CPD requirements and personal development

Send us your resume and your social media links to find out more.

Open Details

Associate Adviser to Australian Expats

Atlas Wealth Management

  • Gold Coast, Australia

This is the perfect opportunity for an existing Associate Adviser or Paraplanner wanting to take the next step in their career.

Supporting one of the Principal Adviser’s on client management, strategy and advice implementation.

You will be working with clients in a wide array of locations and backgrounds; from IT specialists in Silicon Valley, Pilots in Hong Kong and Lawyers in London.

With our client base being very diverse this opportunity will suit someone who is switched on, self-driven, a hunger to learn and an energetic team player.

You will be working with clients, fellow team members, platforms and industry colleagues. Therefore being friendly, outgoing and personable are high on our list of people we want representing our brand.

In return for your hard work and dedication, you will enjoy an attractive remuneration package, great work environment with regular social events and a defined career pathway.

Open Details

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