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.
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
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