Job Role Type: Aligned Professional
Client Services Specialist
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.
Application Support Specialist
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.
Adviser Care Associate
Futurity is a mutually structured financial institution and one of Australia’s leading issuer of tax-effective, life-event Education Bonds distributed through both Financial Advisers and Consumers. We are passionate about ensuring our customers and their families attain financial self-sufficiency that meets their lifelong education objectives. We have total assets of ~$1.3 billion and manage and invest over $1.2 billion in education investments and savings.
Our brand is proactive, with a client first focus and we are looking to grow. This role sits in a small team of 5, and will primarily support Financial Advisers to deliver a ‘best in industry’ experience for their investors.
Fundamental to our success is our strong and positive culture through a people focussed approach. We are a small business of approx 90 employees and we recognise that diversity and inclusion are essential and help to build teamwork and success and are committed to attracting and retaining talent from all backgrounds. We do not discriminate based on race, ethnicity, religion, gender, age, disability, or other characteristics.
Futurity was awarded in the 2021 Plan For Life, Actuaries and Researchers Excellence Awards, the Best Education Bond award, Adviser Support Award and Customer Service Award.
We were also recently awarded the winner of the 2021 Women in Finance Employer of the Year Award, being recognised for shaping and influencing the financial services industry.
Futurity Investments Group is committed to improving our workplace culture, employee benefits and engagement. We value flexibility and encourage our team members to work in ways that meet their work/life commitments and support their wellbeing.
Para planner
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.
FINANCIAL ADVICE BUT NOT AS YOU KNOW IT
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
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
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