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

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