Why work for us:
We are a company that is motivated to make a difference to the clients we work with. Our team is passionate about providing high quality advice. The work is diverse and rewarding.
Para planner
Job employment type: Part-time
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.
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
Client Service Manager “Chief Admin”
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.
Customer Success Manager
We started Advice Revolution to make financial advice simple again.
Frustrated with old-school fact find solutions and inefficient processes, we have built our own proprietary technology to streamline the back office of financial advice businesses while also making life easier for their clients.
We’ve spent the last few years building and refining a digital fact finding solution for financial advisers to use with their clients. Since launching publically in 2021, our initial success has been significant but we’re only just getting started!
You’ll be an integral part of a fast-growing and innovative team with a wealth of opportunities at our door.
For more information about who we are and what we do, head to www.advicerevolution.com.au
Associate Adviser – Opportunity to progress quickly from Associate to Financial Adviser
At Consilium Wealth Management, we focus on protecting and growing clients’ wealth. We take a holistic approach to all our clients’ needs, building relationships while helping clients recognise and realise their financial goals and ambitions
Servicing adviser as part of succession plan
GrowUp Financial has a proud 36 year history. We currently have five servicing advisers and a fantastic team of support staff. Three of the advisers are Snr and are preferring to spend the next 4 years transitioning their friend/clients into trusted hands to leave a legacy. We are in succession planning mode and partnership opportunities are real for Advisers that are a fit for the GrowUp culture.
Business development associate
About Us
Six Park is one of Australia’s leading digital investment advice services (“Robo-advice”) in the exciting and rapidly growing arena of financial technology (“FinTech”). Six Park provides a service that makes professional investment management accessible and affordable to the many people who need help. We do this directly with investors but increasingly via Advice providers who use Six Park in their Pre-advice solution due to the increased cost of onboarding clients with simple needs.
Our team (11) is passionate, diverse, energetic and committed to our shared vision to improve the financial wellness of all Australians. Our culture is of mutual respect, transparency, collaboration, integrity and making the complex more straightforward.
We’re agile and committed to flexible working arrangements, so we’re happy to support the right candidate with days that work best for you.
Advice providers encourage to apply.
Contact details: Ha-Dieu Ford hadieu@sixpark.com.au 0482 532 333
CSO / Front of House / Social Media & Marketing
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.
Xplan Advice Technology Consultant
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.