xy+

Can't find the right job?

Role type  

Employment type  

Type of work

Location 

Role type  

Employment type  

Type of work

Location 

Associate Adviser to Australian Expats

Atlas Wealth Management

This is the perfect opportunity for an existing Associate Adviser or Paraplanner wanting to take the next step in their career.

Supporting one of the Principal Adviser’s on client management, strategy and advice implementation.

You will be working with clients in a wide array of locations and backgrounds; from IT specialists in Silicon Valley, Pilots in Hong Kong and Lawyers in London.

With our client base being very diverse this opportunity will suit someone who is switched on, self-driven, a hunger to learn and an energetic team player.

You will be working with clients, fellow team members, platforms and industry colleagues. Therefore being friendly, outgoing and personable are high on our list of people we want representing our brand.

In return for your hard work and dedication, you will enjoy an attractive remuneration package, great work environment with regular social events and a defined career pathway.

Senior Paraplanner

Alder & Partners

As a Senior Paraplanner your responsibilities will include:
• preparing compliant, personalised Statements of Advice for new and existing clients.
• assisting with strategy development and modelling in conjunction with the adviser.
• working with other paraplanners and team members to meet deadlines and client service standards.
• providing technical support and advice to clients and advisers.
• remaining up to date on legislative and industry changes and investment market developments.

An attractive remuneration package is available and will be commensurate with the experience and qualifications of the successful applicant. You will also be provided with opportunities for continued professional development and support in a professional and team-oriented environment.

Business development associate

Six Park Asset Management

or

Remote

Some Background

We are looking for a business development associate to join our growing team. This role is critical for us as we rapidly expand our advice partners who have joined our mission to aid more Australians to manage their investment. The role will be a permanent part-time role for an estimated 3-4 days per week (to discuss depending on your preference and background).

In this role, you will manage the partner onboarding administration, the coordination of partnership and marketing documentation, and partner support to ensure an efficient and inspiring experience for our partners. To ensure success, you will have experience in a sales/business development environment and advanced administrative skills.

You

You’re highly organised, with a positive attitude, with a high level of personal and professional integrity and accountability.

You’re passionate and committed to building great relationships, whether that be internally or externally, with stakeholders.

So, if you’re an energetic go-getter with an attention to detail and thrive in an environment where your contribution will make a difference, we’d love to hear from you.

About the role

Reporting to the Head of Advice Partnerships, working primarily with the business development team and closely with marketing, operations, and technology during onboarding a new partner.

We encourage anyone with a background in Client services, Wealth Advisory, Relationship management or Sales support in the Financial Services industry to apply.

For a confidential discussion, please refer to the contact details below.

Associate Adviser / Business Partner

Arch Financial Planners

If you are an accomplished Adviser or Associate Adviser with a desire to work in a close knit team and build long-term valued relationships with clients, we would like to meet you.

Or perhaps you are wanting to take the steps towards being a part business owner in a mutually beneficial structure with the current Principle – this may be YOUR opportunity.

Financial Planning Administrator

Sandringham Wealth

Before the formal detail of the role, here’s an overview of the business, our clients, and the role.

The hours
8:30 am to 12:30 pm five days a week. Whilst it is not a remote role, there is WFH flexibility.

The role itself
A Financial Planning Administrator has an eye for detail, is consistent and conscientious. They are responsible for providing high quality, professional administrative support to the senior adviser / principal, including meeting preparation, document preparation and implementation. Key responsibilities include:

• Responding to client and product providers via phone and email.
• Prepare, submit and track client applications for investment, super and insurances.
• Varied administrative duties including updating databases (including Xplan) and other systems.
• Assisting with social media preparation and posting

Client Administrator

bdhSterling

Working in the client services team, your main function is to support the wider business operations through exceptional client administration. This spans from customer service to adviser support and much more. You will be the main contact for our clients, building positive rapport and long-lasting relationships. As a member of the administration team, you will play a key part in the overall performance of bdhSterling.

The Client Administrator reports directly to the Client Manager and has a close working relationship with the administration, paraplanning, operations, adviser, and leadership teams both in Australia and in the UK.
Role accountabilities include (but are not limited to):

• Processing new client documentation
• Preparing and submitting new product applications
• Liaising with our regional Australian offices and the UK office
• Communicating with providers to obtain information in a timely manner
• Answering phone calls and responding to emails from clients and business partners
• Meeting and greeting clients and business partners
• Managing and building relationships with service providers and clients
• Assisting the Client Manager with ad-hoc tasks
• Updating the client database on Salesforce & Xplan

Financial Advisor

Secured Wealth

or

Remote

Take control, get equity, clients and support from day one. (SYDNEY)

Are you an employed advisor looking to break out? Feeling like you are working hard for someone else? Tired of not getting equity?

JOB DETAILS

– Become a partner in a self licensed firm from day one
– Grow your own business and leave with your clients at anytime.
– Receive new clients weekly
– Receive financial and back office support

Associate Advisor / Client Services Manager

Insurance Advisory Service (NSW) Pty Ltd

or

Remote

We are currently seeking a full-time Financial Planning Associate who will be able to utilise their natural talents to see the bigger picture and execute the vision for clients and for the business.

Ideally, this person would be comfortable with lots of moving pieces, and exceptionally talented in taking control, working with figures and strategies. You will have experience working as an experienced Client Services Manager or Associate Advisor in the financial planning environment and working for a small to medium size business.

You will understand compliance, processes and procedures required to undertake this role.

UNIQUE FINANCIAL ADVISER OPPORTUNITY (Northern Melbourne/Gisborne). We provide new clients. A back office support team. It will be a Joint Venture.

7Wealth

or

Remote

We’re looking to add an adviser to the 7Wealth team in a joint venture capacity.

Are you an employed adviser looking to go self-employed? Or are you currently self-employed and having difficulties managing all the elements of being a one-man-band advice business?

We have a unique opportunity for you. We have branding/marketing. We have the back office support. We have new clients to give you. We have a very generous joint venture structure to talk to you about.

We’re looking for an adviser who is at that stage in their career where they believe they should be self-employed. You’re sick of working for someone else and want to have your own clients to help.

A large barrier for advisers to make this transition is the cost to set up, and run an advice business month-to-month – we have this covered.

Or perhaps you’re self employed and sick of endless hours spent in back office activities and business administration. We will team you up with your own assistant and Paraplanner.

Trainee | Associate Adviser

Newcastle Financial Planning Group

This position will allow the growth and development of the successful candidate coupled with professional mentorship, and support throughout all educational requirements. This is a great opportunity for a conscientious person who will enjoy being primarily responsible for providing high quality, professional administrative and office support.

Your responsibilities will include:
– Scheduling client meetings
– Preparing review meeting documentation and reports
– Ensuring the practice’s CRM is updated/maintained
– Preparing compliant SoA & RoA advice documents
– Administrative support

CULTURE & BENEFITS
Training, mentorship, and educational support
Work with a fun, dynamic and award-winning team
Training and mentorship to excel your career
Experience genuine job satisfaction

If you have 1-2 years experience working within a financial planning office this is your chance to take your career forward.

Hey, are you in the XY+ inner circle?

You need to be an XY+ member to post a job ad or CV

or