Full-time Archives - Page 2 of 5

Member Services Administrator

The Advisers Association is a non-profit member-based association. We were initially established in 1925 and more recently have merged with the Hillross and Charter adviser associations.
We are advocates for the benefits to consumers and clients of financial planning generally, and are actively involved in the Joint Associations Working Groups for the Quality of Advice Review and the Australian Law Reform Commission.
Our members are national, and our office is located at the Hub, Customs House, Level 3, 31 Alfred St, Sydney (note we have flexible work arrangements to work remotely and in the office).

Financial Adviser

Samach offers bespoke services where we act as a Personal CFO to help run all of a client’s financial matters.
We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.

Our clients require quality advice tailored to them.

Financial adviser looking to take their advice to the next level 🚀

We’ve built a reputation in the market for being a business that looks after our people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.

Financial Adviser for millennials🧘‍♀️🧗 – Remote/WFH

We have nailed something that is VERY hard to find in advice: an holistic service that creates an insane amount of value for young clients. Despite popular belief, millennials have money and they are willing to spend it on services that add value to their lives.

🚀 find your home in advice with the role you were born to do
🚀 deliver life-changing advice for a rapidly growing millennial client base
🚀 join a highly motivated, fun, young team who’ve been 100% virtual since way before Covid made it cool

You might already know that we are cruisy, t-shirt-wearing and sun-loving, but there’s more to it than that; we practice what we preach and are truly living our Sufficient lives: working and earning in roles we love and that keep us interested, in turn building our own stories of financial success and enjoying the freedom that remote work allows us.

Each individual in the SF team has strong emotional intelligence, and you will too. We have a desire to see others grow and succeed, and a deep care for the quality of our work, our team and critically, the lives of our clients. The above qualities make us a formidable force and we are incredibly proud of the amazing work we do.

We and our clients have enjoyed immense success over the past few years and will continue to do so through rapid organic growth and continued strong partnerships with like-minded referral sources. As a result we continue to broaden our team via very careful selection of the industry’s best fits.

Financial Adviser

Port Phillip Financial Services is based in Mount Eliza on the beautiful Mornington Peninsula. The company has been established for almost 20 years and has a loyal and established client base.

We pride ourselves on our company culture in our family based office and have a continual focus on the success of its people and clients.

Client Services Administrator / Insurance

We are a top performing financial services firm that offers investment, lending and insurance service for private wealth clients for over 15 years.
We have an opportunity for a new person to join our business that can assist our specialist insurance adviser and the team. We are looking for a candidate who can offer a high attention to detail.
If you have experience in the life insurance industry and like working in team environment – this role is for you!

Client Services Administration

We are a financial planning and accounting business with a team of 13 people based in Bentleigh. We have a genuine care for our clients and team members and aim to have a supportive ‘family’ feel about our work environment. We have many many long term employees of over 10 years and some for over 30 years! We are a long standing business with two owners who have young families so understand and promote a good balance across work and life for the team.

Financial Planner – Fully Remote Role – Working with Women Going Through Separation and Divorce

Over the past three years, Leapfrog LIFE has built an active community of over 2,500 women going through separation and divorce. We are now seeking an adviser to join the team who is ready to dive in and take over the reins in this space.

You need to be ready to get engaged in the online group to show your talents and support this amazing group of women through live videos, podcasting, writing of blogs and of course providing quality, relevant and timely financial advice. We really want you to become the content matter expert in this niche. You will have the full support and mentorship of the business owner, a multi-award-winning adviser.

Financial Planning (Servicing) Associate

This Financial Planning practice is based in Ascot Vale and is central to transport. With beautiful new offices, an inclusive culture and great company values that are strongly supported by the founding Partner through to the business, this is an organisation that it is a pleasure to work for.

Currently operating on a hybrid office/WFH model, with 3 days in office and 2 from home. Work life balance, and flexibility are part of our businesses DNA.

To apply, please send your resume with covering letter to contactus@embracewealth.com.au. Check us out at www.embracewealth.com.au

implementation /admin assistant

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