Lorica Partners, Sydney NSW, Australia
Work Type
In PersonRole Type
Support StaffEmployment Type
Full TimeAbout the business
About the role
Skills and experience
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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
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