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Pivot Wealth,

Work Type

In Person

Role Type

Advisor

Employment Type

Full Time

About the business

We’ve built a reputation in the market for being a business that looks after our people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.

About the role

πŸ€‘ Highly competitive remuneration package including equity
πŸ€‘ Work only in your genius zone with solid support team
πŸ€‘ Join a young, high-achieving team that works hard and has fun doing it

 

Looking for an experienced financial adviser that wants to do life changing work with a special group of humans that value and appreciate having a trusted money partner in their corner.

 

In 2015, Pivot was born with an idea to do things differently. We wondered what advice would look like if you started with a blank canvas and built a business with the sole driver to deliver epic results for our young accumulator market. Fast forward seven years and Pivot has built a reputation for the highest standard in financial advice, and for looking after our team with the same passion we put into our client work.

 

About the role
πŸš€ Full time role based out of our epic Sydney office with hybrid working arrangements
πŸš€ Work within an advice β€˜pod’ with the support of an associate, paraplanner, admin, and implementation manager, meaning your advice work is focused in your genius zone
πŸš€ Onboard 8-12 new clients per month, 100% inbound and introduced to you pre-signed on 12 month contract – no sales or prospecting required
πŸš€ Work in a fun, playful but professional, politics-free environment with a team of other superstars

Perks and benefits

Monthly paid wellbeing day
Day one team equity plan
Earn up to 50% of your salary in bonus income
Young, fun culture – wear your Birkenstocks to the office
Great clients that are fun to work with – no dickheads policy

Skills and experience

πŸ’° 5 years advice experience
πŸ’° Strong EQ and the ability to lead and support clients effectively
πŸ’° Technical skills around tax planning, investments, and other financial planning strategies
πŸ’° Modeling experience i.e. Xtools+, Adviserlogic, Midwinter highly regarded
πŸ’° FASEA ready
πŸ’° Strong compliance history and references

Financial adviser looking to take their advice to the next level πŸš€

Pivot Wealth,

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


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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
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  • A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities

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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 onboarding these clients and building long term relationships with them. We’re a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work. 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 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

The core of an Associate role at Pivot is being responsible for supporting a Senior Adviser with the following:

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  • Pushing the clients to drive the action needed for them to achieve financial success

The role also involves

  • Working seamlessly with other team members on advice and service delivery
  • Work in a fun, playful but professional, politics-free environment with a team of other superstars
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