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Oxlade Financial, Newstead QLD, Australia
🚀 ASSOCIATE ADVISER – INCREDIBLE OPPORTUNITY FOR AN ASPIRING FINANCIAL ADVISER IN A FAST-GROWING INDEPENDENT FIRM 🚀
As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:
- Work closely with our Advisers to assist with the development of strategic comprehensive advice
- Ensure clients receive an outstanding service and advice experience
- Manage and complete implementation work, including applications and lodgements
- Coordinate insurance applications and ensure timely follow-up
- Oversee and administer tasks for existing and new clients via XPlan
- Manage the development of advice documentation (SOAs, ROAs)
- Assist in preparing for client review meetings
- Liaise with offshore admin support
- Communicate proactively with clients and advisers
- Provide outstanding client service and contribute to strong client relationships
Newstead QLD, Australia
Full Time
In Person
Sufficient Funds,
Client Services Manager (6-9 month contract)
We're looking for an experienced and driven Client Services Manager to join our superstar team on a contract basis for 6-9 months (parental leave coverage).
The role
- Part-time ~3 days, remote and highly flexible
- As head of our client services team, you lead by example through client onboarding, preparation of advice documents, and implementation of advice recommendations that exceed our client's expectations and takes them 'beyond sufficient'
- You must LOVE speaking to and engaging with clients and have experience dealing with risk insurance applicants via phone calls
- Work in a professional and collaborative way with insurance, super and investment providers to ensure timely and accurate processing of client service needs
- Work in a collaborative and consultative manner with our entire team including advisers, associates, paraplanners & client services
- Desire to contribute to continuous improvement projects outside of your day-to-day responsibilities
- You thrive on rapid learning and immediate application. You are energised by joining a collaborative environment where we constantly inspire one another to “Learn. Grow. Repeat.”
- You spot the small details others might miss and you own your work ensuring all client notes and files are up to date and all data is accurate
- You are an efficient self-starter who thrives with complete autonomy, with evidence of productive WFH
Part Time
Remote
Proactive Business Services, Sydney NSW, Australia
🚀 Senior Financial Adviser – A Unique Opportunity for Impact and Innovation🚀
Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?
Or maybe you’re an employed adviser, bored in your current role and ready for more.
We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.
Sydney NSW, Australia
Full Time
Flexible
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote
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
Chasing curious, compliance minded advisers to move into the Wealth Management division I’m heading up at Barclay Pearce. Corporate and servicing clients into performing SMA strategies.
Full Time
Flexible
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