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implementation /admin assistant

jvfs

Excellent time management / highly organised
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices.
Someone who can help with implementation of existing and new business and will be responsible from start to finish to ensure the business completes in a compliant.

There is scope to increase your range of admin services to help with compliance, help with fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage.
Quick learner that can be trained to help the cso with admin tasks,
rewards and bonus structures for the right person

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Client Service Officer – with Pathway to Financial Adviser

BMO Financial Solutions

BMO is a longstanding local Dalby Business Services Firm with a passion for serving Farmers and the wider Agricultural Industry. BMO specialises in areas including Accounting & Taxation, Financial Planning, and Marketing & Communication. Our clients count on us to deliver them professional, efficient and effective advice on a range of matters.

Our offer to you:

We are locals in the community and always strive to be an employer of choice. In recognition of the experience and value you bring to the role you will be competitively rewarded and join a firm that boasts a clear pathway for career progression, a loyal client base, strong team culture and flexibility that includes an early finish each Friday.

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Client Service Manager “Chief Admin”

Astute

We are a financial advice duo that specialises in Aged care and retirement planning that is rapidly growing. We have achieved 40% revenue growth from the last financial year and are looking for someone to help and grow with us.

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Are you an Adviser looking for a non-conflicted home with the opportunity of gaining equity in the license?

Advice Evolution

Advice Evolution (AE) is a boutique Australian Financial Services License, with a growing national footprint of over 70 high quality financial advisers located right across the Eastern Seaboard of Australia (and we are looking to expand!)

AE is a smart virtual business that doesn’t waste money on big city offices and things that are of no use to advisers. We have always been ahead of the curve when it comes to increasing efficiency, which is why our simple, virtual business model has been so successful. We don’t mandate software or business practices that are above that required by the regulator. We employ young staff to keep our thinking contemporary.

– We run a supportive operations team through Virtual Business Partners (VBP) that each practice can utilise for any of their back office & licensee services.

– We offer our authorised representatives the option of gaining equity in the licensee to share in its future success and capital value. This allows AE representatives to have a direct voice in the decisions of the licensee.

Please visit our website for more info about AE: https://www.adviceevolution.com.au/

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Associate Adviser

Verse Wealth

About Verse

At Verse, we believe advice is not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

To deliver on this, our approach is based on the values, intentions and financial well-being of our clients, so we can help them make great choices that optimise not just their finances, but their life.

We’ve created a client experience that is modern, technology-enabled, and high in connection and impact. As a testament to this, we’ve won numerous awards in the past 24 months including:

– FPA inaugural Advice Innovation Award
– IFA Client Servicing Adviser of the Year
– IFA Client Outcome of the Year
– IFA Individual Excellence Award

To learn more about us, visit: www.versewealth.com.au

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Senior Financial Adviser

Verse Wealth

About Verse

At Verse, we believe advice is not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

To deliver on this, our approach is based on the values, intentions and financial well-being of our clients, so we can help them make great choices that optimise not just their finances, but their life.

We’ve created a client experience that is modern, technology-enabled, and high in connection and impact. As a testament to this, we’ve won numerous awards in the past 24 months including:

FPA inaugural Advice Innovation Award
IFA Client Servicing Adviser of the Year
IFA Client Outcome of the Year
IFA Individual Excellence Award
To learn more about us, visit: www.versewealth.com.au

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Private Client Manager

BlueRock

BlueRock Private Wealth are specialist in creating wealth through their unique goals-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

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Financial Planner – Associate Financial Planner – Tree change to Albury/Wodonga – Potential Equity

Crothers & Associates

Crothers & Associates has a highly independent atmosphere where you don’t need to clock on or off so you can integrate work into your life.
We’re a close knit team and pride personal and business relationships amongst our local community, not just a group of people that work at the same company.
Our client experience and advice process that is at the leading edge of modern advice, with a fast-growing firm with an abundance of high-quality leads and new clients.
www.crothersaa.com.au

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Client Services Officer

Carbon Group

We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received.

We don’t believe in cookie cutter solutions because every client is different and needs tailored advice that will actually help them achieve their definition of success.

Running a business is hard, and it can be tricky for business owners to know where to turn for advice. We combine all the core services that they need in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.

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Paraplanner

Ethinvest

Market leading ethical financial advice firm founded in 1989. We provide comprehensive financial and investment advice to a wide range of clients, both wholesale and retail. Our clients expect to know what their money is doing in the world and we shape portfolios to fit their values and create positive social and environmental impact. We are continually growing our team of professionals, with head office in Sydney and office in Melbourne CBD. We are now on the look out for an experienced paraplanner to work with our Sydney based team.

– 5 weeks annual leave
– Flexible work arrangements
– Convenient location 5 minutes from Wynard station
– Competitive salary plus Bonus

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