Job Description
Newcastle, NSW
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Implementing advice recommendations end to end
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Managing workflows and client records in Xplan
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Liaising with providers, advisers and internal teams
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Ensuring advice is executed accurately and on time
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Build your career in Financial Advice where advice turns into action.
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Advice Implementation Support
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We're partnering with a growing Newcastle-based financial advice firm to recruit an Advice Implementation professional. This role sits at the centre of the advice process, supporting advisers by implementing recommendations and keeping client outcomes moving.
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The Opportunity
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You'll work closely with experienced advisers, managing advice implementation from SOA through to execution. It's hands‐on, varied, and ideal for someone who enjoys structure, follow‐through, and being relied on.
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Key responsibilities include:
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Implementing advice recommendations end-to-end
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Managing workflows and client records in Xplan
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Liaising with providers, advisers and internal teams
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Ensuring advice is executed accurately and on time
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About You
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You'll have experience in financial planning support, implementation, or client services, with strong attention to detail and a genuine interest in progressing your career in advice.
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What's On Offer
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Mentoring and adviser exposure
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Clear career progression
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Supportive, skilled team
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Salary guide: $75k-$90k + super
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Newcastle | Hybrid flexibility once established

📌 Advice Implementation - Financial Advice (New South Wales)
🏢 Big River Resources
📍 New South Wales