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jvfs ,

We are a holistic financial planning business and want to continue helping our clients achieve whatever their goals in life are.

Work Type

Flexible

Role Type

Advisor

Employment Type

Contract

paraplanner who has experience with adviser logic

jvfs ,

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Much more than money, Canberra ACT, Australia

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As part of our growth, we are expanding our team. We need a Senior Associate to join us as we continue to build Much. 

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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 guiding the right people around their decision to work with us.   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 we’re one of the fastest growing companies in Australia, this means 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 your skills in the process.

 

About the role

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Pivot Wealth, Sydney

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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 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

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