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Associate Adviser

Attend meetings with the Senior Advisor for both new and existing clients
Assist with SOA requests for outsourced paraplanner in a professional and compliant manner
Researching and developing financial strategies for clients
Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
Attending to general client queries
Maintenance and tracking client portfolios
Developing and refining administration processes.

Advice OS/Midwinter Guru

We need help with this software. I have had Advice OS for years and predict we use about 10% of its capability. Show me how to use it better!! Particularly CRM, FDS and task management. We have not used these at all. Probably prefer an initial face to face and then maybe a few sessions either phone/remote, whatever suits.

Financial adviser ready to make a difference!

Due to unprecedented growth at AFA Group Wealth we are seeking the services of an ambitious financial adviser ready to join our team.

If you have a passion for working with ambitious individuals (primarily young families) and are comfortable using the latest technology to service clients, we would love to speak to you!

Financial Planner Sought

Due to unprecedented growth, Master Your Money Now is seeking the services of an energetic and ambitious financial planner to join our team in 2021. 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!

The position will require you to be based out of our Geelong office. Open to both experienced financial planners and also paraplanners/CSOs looking to take a step up in their career. A strong social media presence and/or an existing client base would be highly regarded.

Please send an email to chris@masteryourmoneynow.com.au to find out more

Xplan Advice Technology Consultant

Advice Technology Consultant

Full-Time and Contract Available Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.

Top 3 reasons to work for us

Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.

Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.

Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.

Who are we looking for?

We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.

If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Advice Technology Consultant

Full-Time and Contract Available Work From Home

We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.

The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.

You will also be responsible for the:

Onboarding and assisting advisers and their support staff with any queries
Engage with internal stakeholders on support issues and processes
Delivering either face-to-face or webinar-based training sessions
Xplan Site administration
Document coding and workflow maintenance
Identify and implement changes to business systems and processes
Data conversion migration projects and data testing
Bulk data updates
Maintaining data feeds and responding to queries
Completing details financial modelling and strategy assessment in XPLAN
Engage with key stakeholders on proposed deliverables for projects
Plan and manage phases of the software development lifecycle for a variety of advice projects
Desired Skills and Experience

The successful applicant must be:

Relevant tertiary qualification or RG 146 Compliance highly regarded but not essential.
Extensive experience with Xplan
Demonstrated ability to assess areas for process improvement and implement advice technology solutions
A positive attitude towards your work and focus on continuous improvement
Enthusiastic and reliable with a strong attention to detail
Strong organisational skills to handle multiple tasks and demonstrated ability to manage an array of tasks
Ability to communicate (both verbally and in writing) in a clear and engaging manner
Demonstrated ability to work as part of a team
Great interpersonal skills, allowing you to build and maintain positive working relationships
Ability to use initiative and judgement in problem solving situations
Flexible and able to adapt to change
Committed to timely delivery and delivering exceptional customer service
How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au

Salary is negotiable depending on capability and experience.

OUTSOURCED PARAPLANNER – WORK FROM HOME

Outsourced Paraplanner Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to join our Outsource Paraplanning Team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver). Working with peers in Australia and overseas, you will be responsible for creating Advice Documents on behalf of our clients.

You will also be responsible for the:

Advice Document Production

Prepare professional, comprehensive and high quality financial advice documents
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Consult on “best practice” in advice production and paraplanning
Maintain strong communication with the team
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Desired Skills and Experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Be capable of working productively as part of a team with your peers and external stakeholders.
Have 3 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au [link removed]

Salary is negotiable depending on capability and experience.

Paraplanning/Quality Assurance Manager

Paraplanning/Quality Assurance Manager

Full-Time and Contract Available Work From Home

Introducing Wealth Axis and our services

Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to take charge of our Paraplanning & Quality Assurance team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver), and be comfortable upskilling their team and troubleshooting in this area. Working with peers in Australia and overseas, you will be responsible for overseeing the production of advice and also providing technical support on paraplanning and advice modelling. Work from an office or at home in this exciting and flexible role.

Top 3 reasons to work for us

Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.

Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.

Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.

Who are we looking for?

We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.

If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.

What we offer

We offer a environment which challenges you to realise your potential.

In addition employees enjoy:

Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type

Paraplanning/Quality Assurance Manager

Full-Time and Contract Available Work From Home

You will also be responsible for the:

Manage a Paraplanning Team

Oversee job rotation and workload allocation
Maintain strong communication with the team
Reviewing advice production, ensuring compliance and timeliness
Upskilling your team with regular training and feedback
Build an expert team of paraplanners
Participate in regular team presentations and meetings
Provide guidance to the team for modelling, paraplanning and compliance
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Working with Clients

Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Participate in professional development days and training
Consult on “best practice” in advice production and paraplanning
Complex Paraplanning

Prepare (both independently and using your team) professional, comprehensive and high quality financial advice documents
Be the go-to “guru” in paraplanning, armed with extensive technical know-how, and keep those skills up to date
Desired Skills and Experience

To be the successful applicant you MUST:

Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Able to provide constructive, clear feedback
Be a willing participant in continuous learning
Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
Be capable of working productively as part of a team with your peers and external stakeholders, both in person and remotely.
Already have a tertiary or post-graduate Financial Planning qualification and/or Diploma or Advanced Diploma qualifications in Financial Planning
Have 5 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning

How to apply

If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au

Salary is negotiable depending on capability and experience.

cso/ financial adviser assistant

we can email you the job description
some of the Qualifications & experience -.
Motivated, Honest, genuine hard working, friendly, punctual
Advanced Microsoft Office Skills
excellent interpersonal, oral and written communication skills
Ability to achieve agreed outcomes and work to deadlines
Ability to accurately administer tasks in an efficient and professional manner.
Excellent time management & highly organised
Min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan
Keen to contribute to a small team, work hard and improve business practices
understand fsg, fds, roa, soa , re balance portflio in crm/ manage emails/manage client enquiries/ experience with super fund and insurance websites how to look up details / provide reports

Financial Adviser

Multi-award-winning | Independent | World-class client experience | Fast-growing | Crazy high lead volumes

Seeking a great Financial Adviser with strong technical knowledge, the ability to build relationships, and a passion to help clients live their best life.

Associate Financial Adviser

This role is for someone who wants to be a Financial Adviser, but knows they need to learn to walk before they can run. Learning under the Managing Director and Adviser in the business, you will get your hands dirty from day one.

There is a clear pathway to a Financial Adviser role for the right person. You will be constructing advice documents for clients and understanding the systems and processes of the business from day one.

The position will involve extensive training, mentoring and personal development potentially leading to managing existing clients over time then ultimately new clients and a full client advisory position.