Six Park Asset Management,
Six Park is one of Australia’s leading digital investment advice services (“Robo-advice”) in the exciting and rapidly growing arena of financial technology (“FinTech”). Six Park provides a service that makes professional investment management accessible and affordable to the many people who need help. We do this directly with investors but increasingly via Advice providers who use Six Park in their Pre-advice solution due to the increased cost of onboarding clients with simple needs.
Our team (11) is passionate, diverse, energetic and committed to our shared vision to improve the financial wellness of all Australians. Our culture is of mutual respect, transparency, collaboration, integrity and making the complex more straightforward.
We’re agile and committed to flexible working arrangements, so we’re happy to support the right candidate with days that work best for you.
Advice providers encourage to apply.
Contact details: Ha-Dieu Ford firstname.lastname@example.org 0482 532 333
Role TypeAligned Professional
Employment TypePart Time
About the role
We are looking for a business development associate to join our growing team. This role is critical for us as we rapidly expand our advice partners who have joined our mission to aid more Australians to manage their investment. The role will be a permanent part-time role for an estimated 3-4 days per week (to discuss depending on your preference and background).
In this role, you will manage the partner onboarding administration, the coordination of partnership and marketing documentation, and partner support to ensure an efficient and inspiring experience for our partners. To ensure success, you will have experience in a sales/business development environment and advanced administrative skills.
You’re highly organised, with a positive attitude, with a high level of personal and professional integrity and accountability.
You’re passionate and committed to building great relationships, whether that be internally or externally, with stakeholders.
So, if you’re an energetic go-getter with an attention to detail and thrive in an environment where your contribution will make a difference, we’d love to hear from you.
About the role
Reporting to the Head of Advice Partnerships, working primarily with the business development team and closely with marketing, operations, and technology during onboarding a new partner.
We encourage anyone with a background in Client services, Wealth Advisory, Relationship management or Sales support in the Financial Services industry to apply.
For a confidential discussion, please refer to the contact details below.
Skills and experience
Responsibilities will include:
Manage standard contract preparation and execution with partners
Verify and ensure data integrity in a contract arrangement
Manage partner onboarding and activation activities
Manage collateral material preparation for partners (marketing, training, copy for co-branding, training booklets)
General record and CRM data management, maintain and update records
Scheduling training with partners and their key staff
Communicate with clients and troubleshoot issues when required. This will include making regular inbound and outbound contact by phone and other forms of communication used by our business.
Ongoing support of Advice Partnership team when needed
Work with our Operations team to identify opportunities to improve processes and efficiencies for partner onboarding and ongoing support.
An associate’s or bachelor’s degree in business administration or similar preferred
Previous experience in sales/business development support, client services or a similar role
Excellent time management and organisational skills
Exceptional interpersonal and customer service skills
Attention to detail and ability to run with projects independently
Familiarity with CRM systems such as Pipedrive or similar
Advanced knowledge of administrative recordkeeping
Familiarity with contract management
Proficiency with word processing and spreadsheet software
Excellent written and verbal communication skills.
Microsoft or office suite of applications such as Word, Excel, PowerPoint, share documents.
RG146 qualified (or prepared to complete) or higher
Background in the wealth and advice landscape
Ability to support Advice partner in an ongoing capacity with periodic check-ins and assessing partner needs/goals
Ability to assume ownership of a group of partners to support Advice Partner’s activity
A curiosity with technology and a desire to help us improve ways to be effective will see you succeed in this role.
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
- Work with the team to ensure compliance standards are strictly adhered to
- Positively contribute to a collaborative company culture and strive to continually improve professionally
- A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities
Pivot Wealth, Sydney
Senior Associate Adviser
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:
- Delivering an amazing client experience at every step of our client’s money journey
- Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard
- 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
- Advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning
MPFS Private Wealth, Mornington
Associate Advisor/Junior FP
We are expanding the team and looking for an Associate Advisor/Junior FP who is passionate about financial planning and has a strong desire to deliver fantastic results both to our clients and internally within the team.
The new talent who will join our team will work along one of our five financial planners, supporting them with exceptional client service delivery and general administrative functions. The individual should be prepared to immerse themselves within the business, establish a strong presence and take the necessary assertive steps to guide our busy and time-constrained clients to meet their desired results whilst becoming a key part of their financial and life journey.