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Evalesco Financial Services, Sydney NSW, Australia

Senior Risk Adviser based in Sydney CBD

We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.  

 

Your responsibilities will include:

  • Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
  • Collaborating with referral sources to introduce new clients to the business
  • Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
  • Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary

Sydney NSW, Australia

Full Time

Flexible

Blueprint Wealth, South Perth

Relationship Manager

Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor  has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete 

South Perth

Full Time

Flexible

Purpose Advisory, Sydney NSW, Australia

Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible

Senior Adviser / Financial Advice Leader

  • Lead our financial advice process for all one-off & ongoing clients
  • Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
  • Additional Admin (Ivy) & Executive Assistant (Aleana) support available
  • Receive referrals from our life & business coaching services
  • Receive referrals from our existing clients & referral partners
  • Engage leads from our marketing efforts
  • Grow & improve our advice service and set of tools

Sydney NSW, Australia

Contract

Remote

Barclay Pearce Capital Asset Management,

Investment Advisor

Corporate and servicing clients into performing SMA strategies.

Full Time

In Person

Much more than money, Canberra ACT, Australia

Senior Associate

As part of our growth, we are expanding our team. We need a Senior Associate to join us as we continue to build Much. 

In this role, you’ll be working closely with our Senior Advisers and team members to provide ongoing support and service to our clients, ensuring their affairs are proactively planned and managed to optimise their financial position.  Your responsibilities will include client meeting preparation incorporating agenda construction, reviewing strategies and investments and ensuring client files remain compliant.  You’ll attend and participate in client meetings and be responsible for the completion of post meeting work including file notes and implementation.  You’ll undertake the management of client strategies and advice incorporating the preparation and implementation of applications, submission and tracking of insurance applications, and liaison with external product providers and government departments.  You’ll also be looking after the preparation of client files for our paraplanning team. 

Canberra ACT, Australia

Full Time

Flexible

Pivot Wealth, Sydney NSW, Australia

Relationship (Sales) Manager

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 guiding the right people around their decision to work with us.   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, 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

  • Run intro screening phone calls and discovery meetings, all pre booked into your calendar
  • Use our tech systems to track and convert deal flow in a low admin way
  • Help potential clients understand the life changing benefits of high quality, award winning financial advice
  • Work in a fun, playful but professional, politics-free environment with a team of other superstars

Sydney NSW, Australia

Full Time

In Person

Pivot Wealth, Sydney

Client Services Officer

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 supporting the advice team on the delivery of our work, driving a smooth onboarding and review process to help clients turn their financial plans into financial results. 

 

Pivot is a business that rewards team members that add value to the business, which we do through our incentive plan and team equity plan, along with regular pay and performance reviews. Given our current growth, 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 next level advice skills in the process.

About the role

  • Be the main point of contact for clients in the coordination of documents needed to deliver exceptional financial advice
  • Work with the advice team to confidently provide detailed, accurate research and calculations to serve the needs and goals of clients
  • Proactively managing and supporting our clients to take the follow up action to implement their financial advice and strategies
  • Work with paraplanning team to coordinate the delivery of SOAs, ROAs, and other advice documentation
  • Work with the team to ensure compliance standards are strictly adhered to
  • 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

Sydney

Full Time

In Person

Pivot Wealth, Sydney

Senior Associate Adviser

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 and low value work. 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 our current growth, 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 next level advice skills in the process.

About the role

The core of an Associate role at Pivot is being responsible for supporting a Senior Adviser with the following:

  • Delivering an amazing client experience at every step of our client’s money journey
  • Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard
  • Pushing the clients to drive the action needed for them to achieve financial success

The role also involves

  • Working seamlessly with other team members on advice and service delivery
  • 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

Sydney

Full Time

In Person

MPFS Private Wealth, Mornington

Associate Advisor/Junior FP

We are expanding the team and looking for an Associate Advisor/Junior FP who is passionate about financial planning and has a strong desire to deliver fantastic results both to our clients and internally within the team.

 

The new talent who will join our team will work along one of our five financial planners, supporting them with exceptional client service delivery and general administrative functions. The individual should be prepared to immerse themselves within the business, establish a strong presence and take the necessary assertive steps to guide our busy and time-constrained clients to meet their desired results whilst becoming a key part of their financial and life journey.  

Mornington

Full Time

In Person

Plutosoft, Perth WA, Australia

Client Services Specialist

This is a client facing role where you will be working directly with financial planning practices and make a meaningful difference to how they run their business.

You will draw upon your industry experience – as a current or former financial adviser, para-planner, consultant or practice manager to add real value. Depending on your experience and skillset, the role will encompass practice consulting, on-boarding, client success and/or support.

Perth WA, Australia

Full Time

Flexible

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