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Client Services Specialist

Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft has helped to ‘rocket fuel’ the success of leading financial planning firms around Australia.

We are now growing our client services team and are looking for candidates with prior financial planning experience who would like to move to a new and exciting career pathway in financial technology.

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!

Application Support Specialist

stablished in 2006, Midwinter Financial Services – a Bravura Company, is expanding to be at the forefront of an evolving digital landscape. We develop leading financial planning software solutions that enable financial advisers to provide quality advice to their clients.

Due to market growth, we’re looking for passionate and confident Application Support Specialists to join us to provide front-line support to Midwinter’s retail and corporate clients. You will be working on AdviceOS – an award-winning financial advice tool known for its intuitive interface and market-leading functionality.

Adviser Care Associate

Futurity is a mutually structured financial institution and one of Australia’s leading issuer of tax-effective, life-event Education Bonds distributed through both Financial Advisers and Consumers. We are passionate about ensuring our customers and their families attain financial self-sufficiency that meets their lifelong education objectives. We have total assets of ~$1.3 billion and manage and invest over $1.2 billion in education investments and savings.
Our brand is proactive, with a client first focus and we are looking to grow. This role sits in a small team of 5, and will primarily support Financial Advisers to deliver a ‘best in industry’ experience for their investors.

Fundamental to our success is our strong and positive culture through a people focussed approach. We are a small business of approx 90 employees and we recognise that diversity and inclusion are essential and help to build teamwork and success and are committed to attracting and retaining talent from all backgrounds. We do not discriminate based on race, ethnicity, religion, gender, age, disability, or other characteristics.
Futurity was awarded in the 2021 Plan For Life, Actuaries and Researchers Excellence Awards, the Best Education Bond award, Adviser Support Award and Customer Service Award.
We were also recently awarded the winner of the 2021 Women in Finance Employer of the Year Award, being recognised for shaping and influencing the financial services industry.
Futurity Investments Group is committed to improving our workplace culture, employee benefits and engagement. We value flexibility and encourage our team members to work in ways that meet their work/life commitments and support their wellbeing.

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.

Associate

Much more than money is based in Canberra and Sydney, and has five financial advisers and 23 team members. Our clients are diverse and we have built long standing relationships with them as they progress through their financial journey.
Much is committed to development of team members, and provides a flexible working environment with many additional benefits aimed at ensuring our team are enjoying their best work life.

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).

Associate Adviser

We are currently experiencing high growth and are seeking a full time Associate to join our growing and dynamic team. You will have the opportunity to complete your PY alongside advisers.
Our company, Link Wealth Group, located in Camberwell, specialises in retirement planning, investments, home loans, SMSF, superannuation and personal risk insurance.

Our company’s core values are as follows:
• Team Work
• Professionalism
• Passionate
• Family

Client Services Administrator / Insurance

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!