Midwinter, Sydney NSW, Australia
Established in 2006, Midwinter Financial Services – a Bravura Company, is expanding to be at the forefront of an evolving digital landscape. We develop leading financial planning software solutions that enable financial advisers to provide quality advice to their clients.
Due to market growth, we’re looking for passionate and confident Application Support Specialists to join us to provide front-line support to Midwinter’s retail and corporate clients. You will be working on AdviceOS – an award-winning financial advice tool known for its intuitive interface and market-leading functionality.
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeMore jobs
Lorica Partners, Sydney NSW, Australia
Client Service Associate – Flexible, Purposeful Work for the Energised and Organised

Sydney NSW, Australia
Full Time
In Person
Grange Wealth Advisors, Miranda NSW, Australia
Experienced Financial Adviser
You will be stepping into a full-time adviser role with responsibility for managing around 50 – 75 established clients with holistic advice, primarily pre-retirees and retirees. You will play a key role in helping us grow in the Sutherland Shire and surrounding areas.
What we offer with the role:
• Access to referrals from existing clients and relationships with local accountants
• An existing fee for service client base and the opportunity for ongoing growth
• A supportive close-knit team of advisers and experienced support staff
• A transparent, non-institutional licensee environmentExposure to high-quality investment solutions and platforms
• Career progression and equity opportunities as the business grows
• Competitive remuneration based on experience
Miranda NSW, Australia
Full Time
In Person
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