Advice Associate/Review Planner

We are looking for an enthusiastic individual to join the team in the dynamic role of Advice Associate/ Review Planner. The position would ideally suit someone working as a Paraplanner/Advice Associate but would like to be a little more client facing. Or perhaps you are an existing financial planner wanting to slow down the client face to face and transition to a strategic support role of Advice Associate.

This role is perfectly suited for someone that enjoys seeing a small number of review clients over the year but also enjoys providing strategic advice support to other team members in a small business environment. This role will have its own admin support person.

The position will be offered on a full time basis with salary dependent on experience.

Your responsibilities will include:
• Providing support to the principal adviser
• Preparing client review documents and seeking opportunities with existing clients
• Preparation of client files for paraplanning
• Research using Wealthsolver and Risk Researcher for client reviews and advice
• Preparation of Records Of Advice
• Maintaining compliance standards for the office
• Face to face review of a small number of clients throughout the year
• Other office administrative tasks (as required)

Financial Planning Administrator

The role will involve

Managing workflow and correspondence, prioritising tasks and filtering action items as they arise
Preparing client documents for financial planning (application forms, investment administration forms, etc)
Proactive maintenance of our client databases to improve data integrity
Liaising with clients and third parties via phone and email
General admin including collation of client documents, scanning, printing, filing and mail management
Working within and supporting the Private Wealth Team
Working across the wider client service group on projects and initiatives


We are seeking someone to assist the in the day to day delivery of excellent advice to our diverse client base. The main responsibilities would be preparation of client strategies, drafting of advice documentation and assisting the adviser team in meeting preparation.

We have capacity for the role to develop into a provisional adviser role in a short period for the right applicant.

CSO / Front of House

A new role for a Client Service Officer / Front of House has opened up for our new office in Ascot Vale. Would suit Financial Planning Uni Student looking to transition into Full-Time work after completing Studies.

Key responsibilities include greeting and acting as the first point of contact for clients (answering phones and reception duties, booking and coordinating appointments, administrative duties in running the office, filing) as well as client service responsibilities including database management, supporting Financial Advisers and Associates and implementation support.

A genuine opportunity for a foot in the door to an awesome team with great culture and passion for financial advice exists for the right candidate

Financial Adviser / Financial Planner for the Young + Rich

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

We’re on the hunt for a gun financial adviser / financial planner to join our fast-paced team. In this role, you’ll be working closely with existing or pre-signed new clients (no outbound sales needed) deliver life-changing financial advice to our clients. This role has a huge amount of growth potential, and will suit someone with a legendary level of attention to detail, a positive attitude, and a desire to help people.

PLEASE NOTE: This is not a sales role, or 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 solid amount of high quality inbound enquiries. You will be introduced to a small number of high end existing clients and steady flow of pre-signed on new clients from the principal adviser.

But while your experience, technical and soft skills are important, the majority of the ‘must have’ characteristics for this role are about who you are as a person (skills are much easier to train than values).

Key Responsibilities:
* Be responsible for delivering a structured and mapped out advice offering that’s been awarded the Best Client Service in Australia, Best Client Servicing Company in Australia, Innovators of the Year, and Most Influential Financial Advisers in Australia for several years running
* Take ownership of a small group of around 20 high net wealth clients, most in their 30’s and 40’s and help them structure their finances (not just their investments) to reduce tax, grow their total asset base, and ultimately help them create financial freedom
* Help to onboard a steady flow of new clients with a high level of support from the operations team
* Build a deep understanding of every client’s personal goals and help them drive the action needed to turn them into reality
* Work closely with our external partners i.e. accountants, mortgage brokers, lawyers to deliver a comprehensive financial project management service
* Work in a fun, playful but professional, caring team environment with an internal team of superstars
* Work closely with the operations team to help ensure all advice gets implemented smoothly and seamlessly so our clients turn their plans into results sooner

To totally crush it in this role, you must possess the following:
* A passion to help clients really understand the ‘why’ behind the advice you deliver, so they achieve true financial confidence and eliminate money-related stress
* Someone that (with only thinking of the client) is assertive to help clients do what’s needed to get the results they want as efficiently as possible
* The ability to identify and call out BS or excuses and push clients to get back on track when they’re de-prioritising their money success
* You have a legendary level of accuracy and attention to detail
* You have superior time management skills and are great at prioritising and problem-solving
* You understand that the little things are the big things, and that not having the detail fully nailed gets under your skin
* You get a kick out helping people and exceeding expectations. Doing awesome things for others is part of who you are
* You’ve got a lifelong passion for learning and growing, and aren’t scared to leave your comfort zone
* You enjoy being part of a team environment and hero’ing everyone that’s involved in the advice process more than yourself (i.e. no brilliant dkheads)
* You’re not afraid to be yourself and have fun in the workplace – you think of your work as an extension of who you are, not just a way to make money

Rewards and Benefits
This role has the opportunity to write your own ticket. You will receive a competitive remuneration package (including profit share) with unlimited potential for someone that can deliver at a high standard. If you believe you have the skills and experience to be successful in this role, please submit your resume with a cover letter telling us why you’re the right person for the role.

Advice Associate / CSO / Future Financial Adviser

We’re on the hunt for a gun associate / future financial adviser to join our fast-paced team. In this role, you’ll be working closely with our senior advisers and advice team to support the delivery of financial advice to our clients. This role has a huge amount of growth potential, and will suit someone with a legendary level of attention to detail, a positive attitude, and a desire to learn the ropes of what it takes to be one of the best financial advisers in our profession.

Key Responsibilities:
* Work closely with Advisers and the advice teams to onboard new clients and look after our existing clients
* Work closely with clients collecting and arranging the information we need to deliver an epic money plan
* Power the engine room by prepping for meetings and arranging follow-up meetings
* Work with our suppliers and partners to support the advice process
* Help with document preparation, management, and compliance reporting

Associate Adviser / Future Superstar

We’re looking to grow their team with someone that’s ready to really lean in and make a name for themselves in the firm, be ultra-assertive where needed to push their busy & time poor clients to take the action needed to drive the results they want, and at the same time become a key part of the money and life journey for a very special group of humans.

About The Role
Pivot is on the hunt for a driven, enthusiastic Associate Adviser to join our client-focused team. In this role, you will be working closely with the Financial Advice and Client Services teams to research, develop, implement and review financial strategies for both new and existing clients.
Pivot is growing strongly and presents the opportunity for the right advisers to progress into full Financial Advisory roles.

This role is particularly suited for those with previous experience in an adviser support role looking to take on greater responsibility in a position focused on client-facing work and communication. With room to grow and progress your career in financial planning, our ideal Associate Adviser will be a driven and focused financial professional just as capable of providing support in a team environment as they are autonomously conducting research to help develop strategies that will best suit our clients’ needs.

Key Responsibilities
* Support the financial advisers in developing client strategies and managing ongoing client queries
* Actioning financial strategies discussed following client meetings
* Actively nurturing existing client relationships by getting to know their situation and helping to develop strategies that will achieve their goals
* Be proactive in maintaining My Wealth Solutions’ high standard when it comes to client service and support
* Prepare Statement of Advice and Record of Advice documents that are compliant with the relevant legislation and meet clients’ best interests
* Stay up to date with changes in legislation and ensure all compliance needs are met to a high standard and in a timely manner
* Maintain active, regular communication with clients throughout company processes
* Confidently provide detailed, accurate research and calculations to serve the needs and goals of clients
* Positively contribute to a collaborative company culture and strive to continually improve professionally
* A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities.

Client Service Administrator with pathway to Associate Financial Adviser

Initially the role will be a client service administrator role with a pathway to become an associate adviser. You will need to become proficient as a client service administrator first and then various tasks of an associate adviser will be added to your role with complete support and mentorship from a Senior Financial Adviser.

– Preparation of the implementation documents and notes for Statements of Advice to be presented to clients for our team of 2 advisers.
– Facilitation of client advice implementation including (but not limited to) lodgement of applications and rollovers, insurance applications including quotes and underwriting, SMSF establishment, Centrelink and Aged Care, establishment of the KFG Wealth Portal.
– Maintain constant communication with clients and advisers throughout the implementation process.
– Follow policies, processes and service standards to ensure legislative compliance is upheld.
– Ensuring all notes and data are recorded accurately.
– Arranging appointments for Advisers.
– Other administration duties as required.

Paraplanner / Associate Adviser

The position that we are seeking to fill has the flexibility to suit someone looking to be a career Paraplanner or someone who would like to transition to a client facing Adviser role in the future. We are happy to tailor the role for the right candidate.

About you:

We are seeking a deeply motivated applicant who will engage heavily in the ongoing delivery of advice to our large and diverse client base.

Experience in financial advice and technical knowledge is highly desirable. The immediate focus will be on supporting our advisers in servicing new and existing clients.

Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE

We are seeking expressions of interest from financial advisers and planners who would be interested in relocating to Dubai, UAE in the next 6 months and taking their advising skills to the next level.

As a self licensed Fee for Service firm that has been operating for 10 years we enjoy an enviable reputation in the market as being the leading provider of expat financial planning

Due to this reputation we receive a large number of high quality enquiries on a daily basis – no cold calling or aggressive sales tactics are required as part of this role..

As a financial planner based in the Dubai office you will be responsible for working with existing and new clients in the EMEA region which extends from Mumbai through to London and down to Cape Town.

Every day is different and you will meet some amazing Australians working in some fascinating careers.

The scope of work that you will be providing them will be an extension of the work you have been providing to Australian residents (investing, superannuation, property) with the expat twist. We call this providing two dimensional advice – where they are living and where they are accumulating their assets.

You will not be required to build Statements of Advice nor complete administrative tasks. Our team of CSO’s and paraplanners take care of all of this work.

It is all about advising clients and being there for them to answer their questions.