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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.

Experienced Paraplanner – join the SF Dream Team

Sufficient Funds

Remote

– kick off 2022 with the role you’ve been waiting for
– build life-changing advice for a rapidly growing millennial client base
– join a highly motivated, fun, young team who’ve been 100% virtual since way before covid made it cool
We’re looking for an experienced Paraplanner to join our superstar team.

Background
We have nailed something that is hard to find in advice: a holistic service offering that creates an insane amount of value for young clients.

Despite popular belief, millennials have money and they are willing to spend it on services that add value to their lives.

Four years ago we created a business model that does a lot more than just spit out SOA’s and provide reviews each year. With our ground-breaking, and paid, first meeting, the “Defining Sufficient Session”, we dive deep into our clients lives to help them truly understand what matters to them before creating a money plan that brings it all together and lights their financial worlds on fire.

We’ve had 100% + year on year growth since day 1 and our SF dream team has swelled from 2 to 13 including 3x advisers and 2x mortgage brokers.

We have strong paraplanning experience in the team but there has never been a specific paraplanner role, instead choosing to outsource the document creation to external providers. We’ve now decided to bring this in-house and create an exciting opportunity for an experienced Paraplanner ready to get stuck in.

The role
– full-time employed, remote and highly flexible – we do not clock-watch at SF
– preparation of a high volume of advice documents mainly for clients under 40yo
– work in a collaborative and consultative manner with advisers and the team to develop strategies that are not only in the best interest of our clients, but that consistently blow their minds
– detailed short- to medium-term modelling and projections factoring in a range of life changes e.g. upgrading homes, starting families, private school plans, stints of unpaid work etc
– continually gain a greater understanding of licensee changes and requirements, products and strategies enabling the delivery of life-changing advice
– highly competitive remuneration package

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.

Associate Adviser/Paraplanner

Forsyths Financial Services

or

Remote

Are you looking for a tree change but love what you do? We are looking for an enthusiastic candidate passionate about financial planning to join our busy Financial Service Team in regional NSW. Ability to live near work, travel home for lunch and flexible working arrangements. Relocation assistance is available to the right candidate.
If you are self-driven and excel in time management skills, you will be well suited, as the role works closely with Advisers in preparing advice for clients.

You will assist in delivering client outcomes by designing and developing financial strategies and preparing advice documents. Experience in direct equities, self-managed superannuation funds, personal risk insurance, and general strategic planning experience will be well regarded.

This technical role requires working towards or being willing to obtain a Graduate Diploma of Financial Planning (or FASEA approved) by 2026.

Alternatively, are you an experienced Adviser looking to remain in the industry without going through the hassle of the FASEA educational requirements, looking for a 9-5, Monday to Friday without business development targets while still making a positive impact for clients.

If this is you, we would love to connect; please get in touch with hr@forsyths.com.au

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

Client Relationship Manager

Ethinvest

Great opportunity to work for a growing company that supports career development
Friendly team – work with professional advisers, paraplanners and other CRMs
5 weeks annual leave and great work-life balance

Key responsibilities

– Share trading via platforms (HUB24 & Netwealth) Ausiex, CMC Markets
– Advice Implementation – managed funds, platform applications
– Client communication via email and phone
– Report generation – quarterly and ad hoc
– Database Management – maintain client files on OneDrive/SharePoint/Xplan
– Process Improvement – identify opportunities & work on solutions

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