Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft has helped to ‘rocket fuel’ the success of leading financial planning firms around Australia.
We are now growing our client services team and are looking for candidates with prior financial planning experience who would like to move to a new and exciting career pathway in financial technology.
An exciting opportunity exists to join our award-winning team of nearly 40. Ranked in the Top 25 organisations under 100 employees in the WRK+ Best Places to Work in Australia 2021 list, we take culture seriously. We’ve also been awarded Best Professional Practice in Australia by the Financial Planning Association, not once, but twice.
Our purpose is to help our clients and team explore what’s possible and achieve bigger futures. Our values, ‘Think, Do, Live, Play’ are our code of conduct and define our culture and who we are as people today.
For more details see our website: https://capital-partners.com.au/careers/
stablished in 2006, Midwinter Financial Services – a Bravura Company, is expanding to be at the forefront of an evolving digital landscape. We develop leading financial planning software solutions that enable financial advisers to provide quality advice to their clients.
Due to market growth, we’re looking for passionate and confident Application Support Specialists to join us to provide front-line support to Midwinter’s retail and corporate clients. You will be working on AdviceOS – an award-winning financial advice tool known for its intuitive interface and market-leading functionality.
ABOUT US:
Step Up Group is a thriving self-licenced financial advice business based in the vibrant town of Orange. We have a broad base of clients but a strong focus on younger wealth accumulator clients. Our sustained growth means we need an additional Financial Planner to help service our existing client base, and meet the needs of new clients wanting our services.
We are fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups, with their complex financial needs.
Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base). Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation and business improvement services.
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.
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.
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.
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.
I am thinking it could be great:
* for maybe a mum that got out of advice because they hated compliance but still really loved helping people and had some financial knowledge
* Someone that loves marketing / educating clients
* Someone that loves systems and processes (both helping create and following)
* Maybe a para-planner that is looking for a bit more variety
* A financial influencer who has experience with social media
I do advice differently – if you want to know more head to adelemartin.com
