Are you the one everyone relies on to get financial advice implemented — properly, first time, no chasing?

We're an established, growing financial planning practice in the heart of the Melbourne CBD. Young, energetic and ambitious, we advise a large book of clients across superannuation, retirement, investment and insurance. We move fast, we hold a high bar, and we back our people to grow.

We're after a genuine all-rounder in financial planning — someone who owns advice implementation end-to-end and is the trusted first point of contact clients ask for by name.

What you'll own

Advice implementation — SOAs and ROAs start to finish: platform applications, rollovers, contributions, pension commencements

Insurance implementation — applications through underwriting to completion, policy replacements, insurer liaison

Trading — placing and reconciling trades across Expand, HUB24, BT Panorama, Netwealth and Macquarie

Client service — inbound calls and emails, review scheduling, chasing outstanding documentation, keeping clients informed at every step

Compliance administration — fee consents, FDS,



AML/CTF verification, revenue administration

You'll thrive here if you

Have experience in a financial planning practice — as a Client Services Officer, Paraplanner, Financial Planning Administrator or Implementation Officer

Can genuinely run insurance advice — applications, underwriting, replacements

Know your way around major platforms (Expand, HUB24, BT Panorama, Netwealth, Macquarie)

Are RG146 qualified or equivalent

Sweat the detail — clean implementation is a point of pride, and nothing slips

Have a warm, professional phone manner clients remember

What's in it for you

Real career progression in a young, high-performing financial planning team

A genuine pathway to Associate Adviser, your Professional Year and life as a financial adviser — for the right person who wants it

The full breadth of a wealth practice, not a narrow siloed role

A modern CBD office, study support and professional development

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📌 Client Services & Implementation Associate — Financial Planning (Melbourne)
🏢 Wealth Arena
📍 Melbourne