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Pivot Wealth, Sydney

Work Type

In Person

Role Type

Support Staff

Employment Type

Full Time

About the business

  • Caught up in admin work that’s not progressing your career?
  • Suffering w. internal politics & minimal flexibility?
  • Not appreciated or well rewarded for your hard work?

 

We’re looking for an Associate Adviser keen to fast track their career progression to Senior Financial Adviser at one of Australia’s leading Financial Advice firms. This role suits someone that’s ready to kick off their professional year, or someone who has already completed their PY or AR registration and ready to quickly progress into a full adviser role.

 

About Pivot

We’ve built a reputation in the market for being a business that looks after it’s 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. We’re growing quickly, recently recognised in the AFR Fast 100 – which gives you the opportunity to progress into more senior responsibilities as the business grows.

We’re looking to grow their team with someone that’s ready to really lean in and make a name for themselves in the firm, be ultra-assertive where needed to push their busy & time poor clients to take the action needed to drive the results they want, and at the same time become a key part of the money and life journey for a very special group of humans.

About the role

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

Perks and benefits

Why work with us?

  • Recognised by the AFR’s Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows
  • We’re committed to appreciating, recognising, and rewarding team members who put in the work to add real value to the business and our clients
  • We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers
  • Flexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ)
  • We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around
  • Clients pre-signed and no prospecting, sales meetings, or cold calling
  • We have great clients that are fun to work with and (like us) don’t take themselves too seriously
  • Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier
  • Nationally recognised as a leader in our space through a swag of awards for customer service, innovation, employer of the year, marketing, wellbeing and education programs and most influential advice firms in Australia
  • We have plenty of work on and are effectively oversubscribed, but manage work internally to ensure our team aren’t working beyond their capacity
  • Solid internal support and resourcing to work in your genius zone

Skills and experience

Your ticket to the game

  • 2 years minimum experience in a financial adviser support role within a boutique to mid-sized financial planning firm, or 3 years equivalent within a large financial institution
  • Experience reviewing and delivering SOAs and ROAs
  • Experience using modelling tools i.e. Adviserlogic, Midwinter, Xtools+
  • Experience in a client-facing role
  • FASEA ready
  • Exceptional organisational, communication and interpersonal skills and capacity to juggle competing priorities efficiently and successfully
  • A committed and caring attitude focused on productivity, high-quality service and clients’ goals
  • A positive, can-do attitude and strong attention to detail
  • Professional presentation skills and a polite, caring, self-motivated manner
  • Proven ability to work closely in a team and autonomously

Senior Associate Adviser

Pivot Wealth, Sydney

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