Join a highly regarded boutique wealth advisory firm in Melbourne CBD and become part of a business that has built its reputation on exceptional client relationships, technical excellence and genuinely personalised advice.
Supporting a team of experienced Advisers, you will play an integral role in delivering a seamless client experience and ensuring the advice process runs efficiently from start to finish. This is an excellent opportunity for an experienced financial planning professional who enjoys being the go-to person behind the scenes, coordinating advice implementation, managing client reviews and helping Advisers deliver outstanding service.
Working with a well-established client base that includes retirees, professionals, business owners and high-net-worth families, you will be joining a collaborative and supportive team that values quality, professionalism and long-term relationships.
Key responsibilities include:
- Preparing and implementing advice documents and investment instructions
- Supporting Advisers with meeting preparation, follow-up and client administration
- Coordinating contributions, rollovers, fund transfers, applications and redemptions
- Maintaining accurate client records and ensuring compliance requirements are met
- Liaising with clients, product providers, accountants and other professional stakeholders
- Managing Adviser workflows, priorities and diaries to ensure a smooth advice process
To be successful, you will have previous experience within financial planning or wealth management and a strong understanding of advice processes and client service delivery. Experience with Xplan will be highly regarded.
You will also bring strong attention to detail, excellent organisational skills and a genuine commitment to delivering exceptional outcomes for both clients and Advisers.
What's on offer:
- Join a respected and established wealth management firm
- Work alongside experienced Advisers and sophisticated clients
- Supportive, professional and collaborative team culture
- Melbourne CBD location with hybrid flexibility available after onboarding
- Long-term career opportunity within a reliable and growing business
If you enjoy being a trusted part of the advice process, take pride in delivering high-quality work and are looking for a role where your contribution is genuinely valued, we would love to hear from you.