Much more than money, Canberra ACT, Australia
Work Type
FlexibleRole Type
Support StaffEmployment Type
Full TimeAbout the business
Much More Than Money is a financial advice and broker business with offices in Canberra and Sydney. We approach financial advice by placing our focus not on the size of our client’s portfolio’s but instead on their core values and goals. We partner with our clients through their life journey to ensure they get a return on life, not just a return on investment. Increasing value is what we do, but we also give back. A cornerstone of our philosophy is supporting the communities in which we operate, donating a percentage of after-tax profit to charities.
We’ve been around for more than 20 years and we are accelerating our growth. Although we’re considered a larger advice practice, we are a family values-based business and work hard to ensure we have a great culture for our team where people feel genuinely valued and have the opportunity to showcase their strengths.
Learn more about our advice process here:
About the role
As part of our growth, we are expanding our team. We need a Senior Associate to join us as we continue to build Much.
In this role, you’ll be working closely with our Senior Advisers and team members to provide ongoing support and service to our clients, ensuring their affairs are proactively planned and managed to optimise their financial position. Your responsibilities will include client meeting preparation incorporating agenda construction, reviewing strategies and investments and ensuring client files remain compliant. You’ll attend and participate in client meetings and be responsible for the completion of post meeting work including file notes and implementation. You’ll undertake the management of client strategies and advice incorporating the preparation and implementation of applications, submission and tracking of insurance applications, and liaison with external product providers and government departments. You’ll also be looking after the preparation of client files for our paraplanning team.
Perks and benefits
- The opportunity to learn from some of the industry’s best
- Competitive salary
- Flexible working arrangements
- Five weeks of annual leave per year
- Lifestyle and wellness leave (2 days per year)
- Professional development allowance
- Company paid parental leave
- Team bonus
Skills and experience
To be great at this role, we need someone who is client focused and has a growth mindset. We need people who are: –
- Organised, efficient and love being part of a high performing team;
- Focused on providing a high level of service and client satisfaction;
- Able to prioritise and meet deadlines;
- Great with routine and attention to detail; and
- Punctual, reliable and thorough.
You will love learning and growing and have a genuine passion for developing your career in the financial planning industry.
Our successful candidate will ideally have
- Minimum 1 – 3 years’ experience in an advice role or in an Associate role,
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
More jobs
Findex Pty Ltd,
Senior Financial Adviser
Have you considered moving away from traditional client servicing to explore a new, refreshing career direction? Do you thrive on high-energy environments and have a knack for uncovering new business opportunities?Interested in a position with a consistent supply of high-quality leads, that offers a competitive base salary and uncapped commission potential? If you answered yes to the above, we’d love to share more details with you! An Opportunity with a Difference As we continue to expand, we’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. In this pivotal role, you’ll drive our growth strategy forward, forging meaningful relationships with new clients whilst assisting them in defining and achieving their financial aspirations and goals.Our approach emphasises collaboration, and you will be key in working with our internal team of Findex Accounting and Wealth advisers to provide holistic financial solutions. Your expertise and collaboration with other professionals within our practice will be essential to ensuring our clients’ financial success. What will your typical week look like?Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teamsManage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsManage key client and customer relationshipsPartner with a team of trusted Findex Accountants and Wealth AdvisersDevelop joint account plans with our Accounting team to position our Wealth Management servicesConnect Clients with an Adviser for ongoing client work
Full Time
Flexible
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote
Blueprint Wealth, South Perth
Relationship Manager
Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete
South Perth
Full Time
Flexible