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

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

Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?

Or maybe you’re an employed adviser, bored in your current role and ready for more.

We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.