xy+

Can't find the right job?

Role type  

Employment type  

Type of work

Location 

Role type  

Employment type  

Type of work

Location 

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.

Trainee | Associate Adviser

Central Coast Financial Planning Group

This role will see you offer intuitive team support, and personalised and thorough customer service to clients.

You will assist their client’s dynamic financial planning team by providing:

– Administrative support
– Participating in client meetings with the Senior Financial Planner
– Client Service and client meeting support
– Taking file notes & completing tasks from client meetings
– Ensuring high compliance standards are maintained

Whilst adhering to strict quality advice guidelines

CULTURE & BENEFITS
Growth: develop with an experienced and respected panel of advisers
Culture: work with a fun and passionate team
Support: training and mentorship to propel your career
Respect: our client appreciates that every team member has an important role to play.
Integrity: experience genuine job satisfaction knowing you are providing a truly client-focused service in line with their client’s core values.

If you have 1-2 years of experience working in a Client Service, or Trainee capacity this career opportunity will be the next step in your career to move towards a fully accredited financial adviser. Your career will be supported throughout all educational requirements, training, and mentorship!

Mortgage Broker

Lydian Finance

Remote

Are You An Excellent Broker Writing Average Volumes?

You will write and earn more with Lydian!

Australia’s largest financial planning network is seeking an experienced professional broker to join their ever growing team. If you are a great broker and want to help more consumers with their finance, here is what you will get as a part of our team;

Qualified financial planning leads booked in your calendar per week with 20%+ conversion rates over 3 months (tested)
All aggregation fees covered
Dedicated back office support with all costs covered
All insurance, AFCA and compliance (QED) costs covered.
Highly competitive commission structure (upfront and trail paid on all deals.)
Commission Only Brokerage
No mentoring fees or reduced commission for new Brokers.
Independence to manage your own time and work from home.
Broker workshops to enhance knowledge and credit policy of alternate products eg. commercial, SMSF, private.

*The average broker in Australia settles approximately $1 million dollars of loans per month. With Lydian, you can expect your monthly settlements to be $3 million per month plus.

Lydian is proud to be working with Australia’s #1 fully integrated end to end digital home loan platform provider Salestrekker.

You will be 100% customer focused, and partner aligned with referrals from great Financial Planners and all of your application processing and ongoing relationship reviews will be supported by our Mortgage Broker Assistant team.

Lydian Brokers will be engaging with clients and referral partners via video calls, phone calls and via integrations within Salestrekker, allowing you to be working with a national customer base.

For all leads, our Mortgage Broker Assistants fully complete the customer pre meeting pack “My Vitality” report containing – Property, Income, Debt, Interest Rates and Credit Report details for the client.

Integrate your existing client relationships and network into the Lydian system to enhance and continue your personal loan book growth.

Broker must have:

2 years + Broking or Bank Lending experience
MFAA or FBAA membership
Cert IV and/or Diploma in Finance and Mortgage Broking
Be understanding of the Financial Planning Industry and the Advice Process.
Be a people person.
Understand appropriate debt lending structures and strategies.

Successful recruits to Lydian will be professionally onboarded by our team, seamlessly managing the Aggregator and Bank Accreditation transfers.

Office space & business proposal for Certified Financial Planner

Back Office Hero Pty Ltd

or

Remote

We have a purpose built financial planning office to let. We are after a planner wanting to commence his/her financial planning business career within a joint equity arrangement. We offer back office services based on Xplan and outsourcing that we wish to marry with front office/client experience. Based in Pymble, Sydney.

Private Client Associate

BlueRock

Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn’t afraid to take charge and use their initiative to get things done.

What you’ll be doing
-Working with our advisory team to provide support with the implementation of advice, and maintenance of our client’s ongoing programs
-Overseeing and directly managing client files and communication via XPLAN and HubSpot
-Liaising with product providers for lodgment of applications, amendments and cancellations of policies
-Working with the advice team to maintain accountability for client objectives and ensuring that compliance is upheld
-Proactively engaging in processes improvement

UNIQUE FINANCIAL ADVISER OPPORTUNITY (BRISBANE BASED) No Licensee fee. Lots of leads. Joint Venture. Details below.

WHAT IF ADVICE

We’re looking to add an adviser to the WHAT IF ADVICE 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 our own license. We have branding/marketing. We have an in house accountant. We have leads & clients to give you!
We have a very generous joint venture structure to talk to you about.

Right Hand Lady / Right Hand Man (Financial Planning Administrator )

Sandringham Wealth

Due to an increasingly busy workload, this inaugural support role has been created to complement the Director/Senior Financial Adviser and assume responsibility for all implementation and social media activities.

The role offers the opportunity to:
• Work ‘one on one’ with the Principal
• Enhance your financial planning knowledge
• Actively engage with clients
• Expand your social media/communication skills

We offer:
• Professional development & mentoring
• Workplace flexibility
• A supportive environment

Associate Adviser/ Adviser Assistant

First Financial

or

Remote

Are you looking for an opportunity where you can grow your career and utilise your skills and knowledge in financial planning?

An exciting opportunity has arisen for an Associate Adviser/Adviser Assistant to join our advisory team.

Working directly with James Wrigley servicing a growing book of diverse clients, you will play a pivotal role in the delivery of exceptional client service. You’ll gain experience working with a range of clients from high income families through to retirees and when the time is right we’ll support your Professional Year program.

Client Services Officer – Financial Planning

Wealth Market Newcastle - Newcastle, Maitland & Hunter

We are currently looking for an experienced, motivated and customer focussed individual to join our growing team. As a Client Services Officer you will support our Financial Advisers and work with the team to ensure a seamless customer experience.

In this busy and challenging role, you will provide administrative and general support to our team of financial advisers.

Applications close at midnight on Sunday 15 August 2021. All applications must address the selection criteria listed above. Please click the ‘APPLY’ button at the top of the screen to submit your application.

We encourage you to visit our website, www.wealthmarket.com to learn more about who we are and what our vision is!

Hey, are you in the XY+ inner circle?

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

or