Pivot Wealth, Sydney

Work Type
In PersonRole Type
Support StaffEmployment Type
Full TimeAbout 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
More jobs
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

Sydney
Full Time
In Person
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.
Mornington
Full Time
In Person
Rasiah Private Wealth Management, Melbourne VIC, Australia
Client Relationship Manager
• You are organized, stapler slinging & love getting things done right. You don’t need direction to organise, it is in your blood.
• What drives you even more than efficiency is making sure that clients receive the attention they deserve and their needs are met, especially when you are not the one responsible for completing a task/enquiry. • You are experienced in our field, and the kind of person you are means our clients can trust our process of success.
• You have no problems with the fact that your friends make jokes about you because you correct their grammar and spelling.
• You have no qualms about and need no permission to:
1. Do everything in your power to push your colleagues in the pursuit of efficiency or loop closing.
2. Suggest new systems or processes for things other people don’t see as needing improvement.
3. Play devil’s advocate openly when your organisational spider sense is ringing alarm bells.
• If you don’t know something, instead of spending time inefficiently worrying, you create a structured plan to find the answer and then you follow it (because you know you can work out how to do anything if you decide to).
• You have no problems working with a visionary leader; who wants to do too much at once and who seems disorganised to you. In fact, while you may pretend to be frustrated at times, you also recognise the opportunity to challenge the status quo, over-deliver and make things happen.
Melbourne VIC, Australia
Full Time
In Person