Are you passionate about delivering exceptional client experiences and building trusted relationships? Join Gild Wealth as a Senior Adviser Support , where you'll play a key role in supporting our Financial Advisers, managing client interactions, and ensuring advice is implemented efficiently and accurately.

About Us

The Gild Group is one of Australia's fastest-growing fully integrated multidisciplinary professional services firms, offering a comprehensive suite of best-in-class services across wealth, accounting, finance, legal, insurance, venture capital, incentives & grants, and marketing.

We are committed to creating a lasting positive impact for our employees, our clients, and the professional services industry.

The Role and Opportunity

As a Senior Adviser Support, you'll work closely with our Financial Advisers to deliver an outstanding client experience from onboarding through to ongoing service and implementation.

What You'll Do

- Support Financial Advisers in the delivery of advice and ongoing client service.
- Coordinate the onboarding of new clients, ensuring a seamless and professional experience.
- Implement advice recommendations accurately and within required timeframes.
- Prepare review reports and associated documentation.
- Act as a key point of contact for clients, providing exceptional service and support.
- Liaise confidently with advisers to clarify requirements, manage priorities, and ensure client outcomes are achieved.
- Maintain accurate client records within Xplan and other systems.
- Lead and develop a team of three direct reports, providing coaching, performance management and professional development to build team capability
- Assist with client meetings and follow-up actions.
- Monitor and respond to client and adviser enquiries via phone, email, and the general mailbox.




- Identify opportunities to improve processes and enhance operational efficiency.

What We're Looking For

- Minimum 5 years' experience in Adviser Support, Client Services, Financial Planning Administration, or a similar role within financial services.
- Strong client-facing experience with the confidence and professionalism to engage directly with clients.
- Excellent communication skills and the ability to build rapport with a wide range of stakeholders.
- Confidence working alongside advisers and proactively seeking clarification when required.
- A self-starter who can think independently, take ownership, and anticipate needs.
- Strong organisational skills with the ability to manage competing priorities.
- Excellent attention to detail and commitment to delivering high-quality work.
- Technologically confident, with strong proficiency in platforms including Xplan and Microsoft Office.
- A collaborative team player who thrives in a fast-paced setting.

Location

This role is based in Moorabbin and offers built-in flexibility to support a healthy work-life balance. During the first six months, you'll be required to work on-site to ensure a smooth onboarding and training experience.

Our offices are located in Melbourne, Sydney, Brisbane, Gold Coast, Sunshine Coast, Townsville, Philippines, and India.

Why Join The Gild Group?

- Competitive remuneration based on experience.
- Genuine work-life balance with hybrid flexibility.
- A supportive, people-first culture that values innovation and growth.
- Exposure to diverse clients across Australia's fastest-growing industries.
- Opportunities for professional development and career progression within a rapidly growing diversified firm.

Ready to Apply?

We make hiring decisions based on your skills, experience, and passion. If you're looking for an opportunity to make a genuine impact while working alongside a high-performing team, we'd love to hear from you. Apply today.

#J-18808-Ljbffr

📌 Senior Adviser Support (City of Kingston)
🏢 The Gild Group
📍 City of Kingston