Licensee Support Assistant Melbourne CBD | Full-Time Launch Your Career in Financial Services with Akambo Financial Group

Are you a recent graduate or early-career professional looking to build a long-term career in financial services? Akambo Financial Group is seeking a motivated and detail-oriented Licensee Support Assistant to join our fast-growing Licensee Support Team in Melbourne CBD. This is an exciting entry-level opportunity to gain hands-on experience across financial advice, compliance, administration, and adviser support within one of Australia’s fastest-growing AFSL networks.

About Us Akambo Financial Group is a leading wealth management business specialising in private wealth advice, licensing solutions, and investment management. We support accounting and wealth firms across Australia with scalable advice infrastructure, compliance expertise, and back-office support that enables advisers to grow faster and serve their clients better. With our Licensee Support Team doubling in size over the past three years, we are continuing to invest in talented people who want to grow with us.

About the Role As a Licensee Support Assistant, you will play a key role in supporting our internal licensing team and external adviser network, helping them deliver exceptional service to clients. This role is ideal for someone who wants exposure to the operational side of financial planning and wealth management while developing strong technical and client service skills. There may also be opportunities to expand into an Advice-related role should that be a path you wish to take.

Your responsibilities will include:

Supporting advisers with recent client onboarding and ongoing administration requests

Managing and maintaining accurate client data in Xplan CRM

Preparing annual review packs and client reports





Handling licensing enquiries and workflow management via our central support inbox

Assisting with investment applications, switches, redemptions, and transaction processing

Liaising with our internal investment team on pension payments and withdrawals

Providing guidance to advisers on review processes and workflows

Acting as a professional first point of contact for clients and referrers

What We’re Looking For We're looking for someone who is eager to learn, highly organised, and passionate about building a career in financial advice or wealth management.

You will bring:

High attention to detail and strong accuracy

Excellent written and verbal communication skills

Strong organisational and time management skills

Ability to prioritise tasks and work in a fast-paced environment

A proactive mindset and willingness to learn

Professionalism, confidentiality, and high ethical standards

Intermediate Microsoft Office skills (Word, Excel, Outlook)

Preferred (but not essential):

A Commerce, Business, or Financial Planning degree

Exposure to financial services, client services, or administration

Knowledge of Xplan CRM or financial planning processes

Why Join Akambo?

Career pathway into financial planning, paraplanning, compliance, or adviser support

On-the-job training and mentoring from experienced industry leaders

Exposure to a national adviser network and diverse client scenarios

Modern Melbourne CBD office environment

Opportunity to be part of a growing and innovative AFSL business

Our Values At Akambo, we live by:

Respect | Integrity | Trust | Accountability | Collaboration | Professionalism | Pride in Performance

If you're ready to kickstart your financial services career and join a business that genuinely invests in its people, we’d love to hear from you.

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