Brisbane based financial advice firm. Self-licensed. Due to business growth we want to add another adviser, but don’t want to just employ someone – we want you to join in and own part of the business.
Jobs Board
Associate Adviser
Kelly Partners Private Wealth
High growth business servicing a range of different clients providing holistic advice
CSO / Front of House / Social Media & Marketing
Embrace Wealth (Ascot Vale, VIC)
The team at Embrace Wealth are passionate about educating clients to make well-informed decisions, so they can enjoy life without the burden of financial worry. They listen and help people to develop and articulate their goals whilst learning about what’s important to them and their families.
With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure clients have a trusted personal advisory board who understand their goals and work collaboratively towards helping them achieve them.
Advice OS/Midwinter Guru
Mondy Financial Services
Small firm based in the Blue Mountains of Sydney.
Client Service Administrator with pathway to Associate Financial Adviser
King Financial Group
We are an established and professional boutique financial planning practice that is dedicated to delivering the best possible service to our clients. We have a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes.
Our extensive client base benefits from having access to the full range of holistic advice services including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning, Risk and specialised Aged Care advice.
We are a company that believes in assisting our employees achieve their full potential and we offer:
– Competitive salary including bonus structure (paid monthly!)
– Friendly environment and open office culture
– Commitment to professional development and training
– A caring and supportive work environment
Financial Adviser/Financial Planner to Australian Expats – Dubai, UAE
Atlas Wealth Management
Atlas Wealth Management is the leading provider of Australian expat financial advice. With clients in over 35 countries we are the only financial services firm in Australia that specialises in providing Australian expat financial planning and wealth management services to Australian expats.
As our name suggests we are globally focused and delivering expat financial planning to Australian expats is our specialty.
Operating from two offices – one in Australia that looks after Australian expats in the APAC & America regions and the other office in Dubai which works with Australian expats in the EMEA region – over the past 10 years we have built a firm that employs that latest technology to be able to deliver our services to expats in any country.
We are the recipient of numerous Australian and international financial advice awards for the high level of financial advice that we provide to our clients.
Financial Planner Sought
Master Your Money Now
Go to www.masteryourmoneynow.com.au to find out more about us
Xplan Advice Technology Consultant
Wealth Axis
Advice Technology Consultant
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services
Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent.
What we offer
We offer a environment which challenges you to realise your potential.
In addition employees enjoy:
Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type
Advice Technology Consultant
Full-Time and Contract Available Work From Home
We are currently looking for an Advice Technology Consultant to join our team supporting our best of breed financial planning solutions built in XPLAN.
The successful candidate will be providing quality first line support to our Dealer Groups which includes financial advisers, support staff and also internal departments via email and phone solving a variety of advice technology challenges and implementing XPLAN solutions. You will also play a fundamental role in the planning, building, and execution of critical configurations project within the Wealth Axis Xplan System to ensure it meets the needs of our customers.
OUTSOURCED PARAPLANNER – WORK FROM HOME
Wealth Axis
Outsourced Paraplanner Work From Home
Introducing Wealth Axis and our services
Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to join our Outsource Paraplanning Team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver). Working with peers in Australia and overseas, you will be responsible for creating Advice Documents on behalf of our clients.
Paraplanning/Quality Assurance Manager
Wealth Axis
Paraplanning/Quality Assurance Manager
Full-Time and Contract Available Work From Home
Introducing Wealth Axis and our services
Wealth Axis a premier provider of outsourced administration, advice creation, revenue management, process design and technology consulting for financial services. We are growing fast to meet increasing demand and are on the lookout for talent to take charge of our Paraplanning & Quality Assurance team. The successful applicant will have plenty of experience using XPLAN (particularly the modelling modules such as XTOOLS+ and WealthSolver), and be comfortable upskilling their team and troubleshooting in this area. Working with peers in Australia and overseas, you will be responsible for overseeing the production of advice and also providing technical support on paraplanning and advice modelling. Work from an office or at home in this exciting and flexible role.
Top 3 reasons to work for us
Innovation – Innovation is at the core of our business driving the way in which we deliver service in a fast pace changing environment.
Culture – Be part of a company whose culture reflects integrity, diversity, team work, respect and family centric.
Career Development – Develop your career and enhance your capabilities in a firm committed to providing you with broad opportunities.
Who are we looking for?
We are looking for talented individuals to join this rewarding profession and be part of an organisation where you can plan and grow your future to be the best possible individual being you can be.
If you have a passion for helping people, are hard working and are very process driven this may just be the career you have always been looking for.
What we offer
We offer a environment which challenges you to realise your potential.
In addition employees enjoy:
Professional growth competitive compensation
Incentive payments
Flexible work arrangements
Paid training
Mentoring
Work Type
Paraplanning/Quality Assurance Manager
Full-Time and Contract Available Work From Home
You will also be responsible for the:
Manage a Paraplanning Team
Oversee job rotation and workload allocation
Maintain strong communication with the team
Reviewing advice production, ensuring compliance and timeliness
Upskilling your team with regular training and feedback
Build an expert team of paraplanners
Participate in regular team presentations and meetings
Provide guidance to the team for modelling, paraplanning and compliance
Work closely with your peers to continually develop and improve our services
Keeping the team “up-to-date” with industry news pertaining to financial advice and compliance
Working with Clients
Work professionally with clients on matters of advice production and compliance
Participate in client meetings as required
Build strong client relationships by providing quality technical support
Participate in professional development days and training
Consult on “best practice” in advice production and paraplanning
Complex Paraplanning
Prepare (both independently and using your team) professional, comprehensive and high quality financial advice documents
Be the go-to “guru” in paraplanning, armed with extensive technical know-how, and keep those skills up to date
Desired Skills and Experience
To be the successful applicant you MUST:
Have extensive knowledge of the financial planning advice process and the preparation of clear and concise advice documentation
Be able to clearly demonstrate excellent technical and financial modelling skills
Be comfortable and capable communicating orally and in writing
Able to provide constructive, clear feedback
Be a willing participant in continuous learning
Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
Be capable of working productively as part of a team with your peers and external stakeholders, both in person and remotely.
Already have a tertiary or post-graduate Financial Planning qualification and/or Diploma or Advanced Diploma qualifications in Financial Planning
Have 5 years’ experience in the preparation of SOAs, calculations and modelling
Be experienced modelling and preparing advice in XPLAN
Know your way around Microsoft Excel and Microsoft Word
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning
How to apply
If you believe you are the right fit for this role, interviews will start immediately. Register your interest by applying now or send your application to HR@wealthaxis.com.au
Salary is negotiable depending on capability and experience.