Skip to content

Verse Wealth,

About Verse

At Verse, we believe advice is not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

To deliver on this, our approach is based on the values, intentions and financial well-being of our clients, so we can help them make great choices that optimise not just their finances, but their life.

We’ve created a client experience that is modern, technology-enabled, and high in connection and impact. As a testament to this, we’ve won numerous awards in the past 24 months including:

– FPA inaugural Advice Innovation Award
– IFA Client Servicing Adviser of the Year
– IFA Client Outcome of the Year
– IFA Individual Excellence Award

To learn more about us, visit: www.versewealth.com.au

Work Type

Flexible

Role Type

Support Staff

Employment Type

Full Time

About the role

Are you a high-performing Associate Adviser who…

 

🔵 Wants to work in a firm giving truly personalised and impactful advice?
🔵 Wants to progress faster toward your own career goals?
🔵 Wants to feel more valued for your contribution to clients and team?

 

If so, we’ve got an opportunity you might be interested in.

 

About the role

 

– Developing advice and strategies for new and existing clients that are mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
– Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
– Conducting ‘Introductory Chat’ meetings on Zoom with prospects to assess their suitability for getting financial advice
– Attending and assisting advisers in client meetings
– Assisting in the onboarding of new clients
– Liaising with paraplanning
– Reviewing Statements of Advice and Records of Advice.
– Communicating with clients to ensure they’re getting a world-class client experience.
– Collaborate with our advice partners across property, accounting and mortgage broking to manage the client’s financial strategy.

 

Why work with us?

 

– A fast-growing firm with an abundance of high-quality leads and new clients.
– We understand our clients in a deeply personal way by following our process based on the clients’ values, intentions, and financial well-being. If you’d like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
– Be part of a world-class culture that is professional, innovative, and fast-paced.
– We’re a real team, not just. a group of people that work at the same company so you won’t be battling any egos.
– A client experience and advice process that is at the leading edge of modern advice.
– Operate in a high-performance environment, that’s free of politics.
– A highly autonomous environment where you don’t need to clock on or off so you can integrate work into your life, and not the other way around.
– Balance working remotely and from our office (which is a beautiful place to work).
– Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
– 100% fee-for-advice with no conflicts you need to talk your way through.
– Extremely well operationalised business with great systems and technology.
– We own and operate our own AFSL so we’re not dictated by any licensee.
– Working at Verse helps people reach their potential so if you want to become a great Adviser in the future, you’ll be in the right place.

Skills and experience

To be a fit for the role, you must:

 

– Have a minimum 2 years experience in financial advice.
– Have great character – that means you’re a person of integrity and substance.
– Be self-motivated and have the ability to work unsupervised.
– Be passionate about the value of advice.
– Be willing to embrace our culture of innovation and selflessness.
– Have awesome time management skills and be great at prioritising.
– Already have good technical skills.
– Have great verbal and written communication skills.

Associate Adviser

Verse Wealth,

Provide your details below and we will send them directly to .


More jobs

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

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