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. 

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

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.  

• You are organized, stapler slinging & love getting things done right. You don’t need direction to organise, it is in your blood.

• What drives you even more than efficiency is making sure that clients receive the attention they deserve and their needs are met, especially when you are not the one responsible for completing a task/enquiry. • You are experienced in our field, and the kind of person you are means our clients can trust our process of success.

• You have no problems with the fact that your friends make jokes about you because you correct their grammar and spelling.

• You have no qualms about and need no permission to:

1. Do everything in your power to push your colleagues in the pursuit of efficiency or loop closing.

2. Suggest new systems or processes for things other people don’t see as needing improvement.

3. Play devil’s advocate openly when your organisational spider sense is ringing alarm bells.

• If you don’t know something, instead of spending time inefficiently worrying, you create a structured plan to find the answer and then you follow it (because you know you can work out how to do anything if you decide to).

• You have no problems working with a visionary leader; who wants to do too much at once and who seems disorganised to you. In fact, while you may pretend to be frustrated at times, you also recognise the opportunity to challenge the status quo, over-deliver and make things happen.

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.

Our Adviser and Client Services Teams work closely together to ensure that client outcomes are met in a timely and professional fashion. They build effective working relationships and both prepare for and attend existing client reviews and new client meetings.

Our Assoicates assist in developing strategic recommendations; all while delivering an exceptional client experience.

Our Client Service Officers provide proactive client focused practice administration support in order to provide our clients with what they need to achieve their goals and build strong, long term Financial Planning Client relationships.

We are looking for a positive, organised, and friendly Associate Adviser (AA) with a growth mindset, who is eager to support our clients and develop long-lasting relationships. We would also welcome an Experienced paraplanner who loves the technical details and is keen to support our clients behind the scenes.

Maintaining the highest standard of technical expertise and working closely with our Wealth Advisers, the AA is responsible for ensuring our clients’ affairs are proactively planned and managed to optimise their financial position. Our Associate Advisers work closely with select Wealth Advisers and are able to gain excellent knowledge of each client’s financial affairs and collaborate with clients and their other professional advisers to create value. Our ideal candidate will have the confidence and experience to do the same.