A&B Financial Planning (Temora NSW),
We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a staff of eight, including three authorised financial planners, our size allows us to be completely client focused. We are committed to our strong customer service record and are able to deliver a broad service offering. We are licensed through an independent AFSL and have an extensive range of platforms and investments available for superannuation, investment and insurance-related business. We are passionate about providing excellent service to our clients. It brings them peace of mind that only comes from dealing with the best.
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Full TimeMore 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
Pivot Wealth, Sydney
Senior Associate Adviser
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

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