Associate / Client Services

JVA Financial Services are growing! We are heading into 2023 with new opportunities, new processes and great clients to work with.

We are currently looking for driven and enthusiastic Associates and Client Service Officers who are looking to develop their Financial Planning career in a supported environment. JVA are proud to be able to provide a career pathway to emerging planners and support through their Professional Year.

If you have previous experience in a financial planning practice, place client experience as your priority and thrive on a diverse work environment with plenty of opportunity for growth, development and reward, a role with JVA could be for you!

Experienced Associate Adviser/Paraplanner/Adviser in training

An exciting opportunity exists to join our award-winning team of nearly 40. Ranked in the Top 25 organisations under 100 employees in the WRK+ Best Places to Work in Australia 2021 list, we take culture seriously. We’ve also been awarded Best Professional Practice in Australia by the Financial Planning Association, not once, but twice.

Our purpose is to help our clients and team explore what’s possible and achieve bigger futures. Our values, ‘Think, Do, Live, Play’ are our code of conduct and define our culture and who we are as people today.

For more details see our website: https://capital-partners.com.au/careers/

Associate Financial Adviser

We are fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups, with their complex financial needs.
Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base). Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation and business improvement services.

Client Experience Officer

We launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.

Our small team of four have between us 36 years’ experience in Financial Planning in the Illawarra.

Our work is demanding yet rewarding, and we love doing it together. We are friendly high-achievers that deliver for our clients and community – all while looking out for each other, rewarding effort along the way, and providing tailored personal and professional growth opportunities.

We believe we represent what Financial Planning should be rather than what it once was (like many on XY!), and our success in our first 3 years is a testament to that, building a strong base of clients and advocates who love what we do.

Our business continues to evolve through industry leading approaches to client focused advice, client engagement, values-based investing, staff incentives and development, and business management.
We are currently the only financial planning business in the Illawarra specialising in ethical investing and members of the Ethical Advisers Co-Operative.

Member Services Administrator

The Advisers Association is a non-profit member-based association. We were initially established in 1925 and more recently have merged with the Hillross and Charter adviser associations.
We are advocates for the benefits to consumers and clients of financial planning generally, and are actively involved in the Joint Associations Working Groups for the Quality of Advice Review and the Australian Law Reform Commission.
Our members are national, and our office is located at the Hub, Customs House, Level 3, 31 Alfred St, Sydney (note we have flexible work arrangements to work remotely and in the office).

Financial Adviser

Samach offers bespoke services where we act as a Personal CFO to help run all of a client’s financial matters.
We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.

Our clients require quality advice tailored to them.

Financial Adviser

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 Administration

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

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 Planner – Fully Remote Role – Working with Women Going Through Separation and Divorce

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.