Financial Advice Support Specialist — SOA/ROA (Brisbane)

Financial Advice Support Specialist — SOA/ROA (Brisbane)

05 Aug
|
Coastal Advisory Australia
|
Brisbane

05 Aug

Coastal Advisory Australia

Brisbane

Coastal Advisory Australia Pty Ltd in Brisbane seeks an Associate, Technical Services to support Financial Advisers by turning strategies into client outcomes. You will coordinate SOAs and ROAs, align advice with regulatory requirements, and liaise with product providers and support teams.

This role rewards detail, accuracy, and problem solving. You will maintain client records in Xplan, help with portfolio reports, and identify process improvements while delivering high-quality financial

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📌 Financial Advice Support Specialist — SOA/ROA (Brisbane)
🏢 Coastal Advisory Australia
📍 Brisbane

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