Advice Implementation Specialist

4 months ago

Sydney, Australia Advance Recruitment Partners Full time

**Top tier Advice firm seeking Financial Advice Specialist - 3 days per week.**

**Location**: CBD

**_ Essential - Permanent Residents of Australia (Permanent Positions)_**

Are you an experienced Financial Advice Professional looking for new opportunities. The ARP team is currently hiring for multiple positions.

If you are currently working as an Associate Adviser or a Client Service Manager and seeking a role with a clear career path into Advice, we have the perfect roles for you.

We are ideally looking for a part time (3 days per week) Implementation, advice specialist to join a highly regarded firm in the heart of the CBD.

**Roles Available**:

- CBD: Part time Implementation Specialist (Associate - Non-AR)

**Skills and Experience**:

- Essential knowledge of the Financial Planning Industry.
- Responsibilities include setting up new clients, maintaining existing clients, managing end-to-end administration of client portfolios, attending client meetings, and supporting senior advisers.
- Implementation of client paperwork for advice strategies (Superannuation, SMSFs, and Insurance).
- Support team peers by reviewing work prior to lodgement to ensure minimised errors.
- Diligently record all works in progress and correspondence with clients in the COIN / Xplan database.
- Build and maintain client relationships through regular communication.
- Act as the first point of contact for client queries.
- Liaise with fund managers, brokers, and share registries.
- Implement Advisers' directions efficiently and accurately.

**About You**:
Ideally, we are looking for a part time Financial Advice Specialist - 3 days per week.
- Enjoy working in a busy environment with a strong focus on client service.
- Attend client meetings, assisting senior advisers.
- Be a part of a highly regarded, top tier advice firm that offers sophisticated, complex advice strategies.
- Work with ultra/high NetWorth clients.
- Take ownership of tasks and follow through to completion.
- Demonstrate initiative, accuracy, and attention to detail with a client-friendly attitude.
- Proactively identify discrepancies with client data and take ownership to correct them.
- Strong written and oral communication skills.
- Minimum 2-3 years' experience supporting financial planners, taking on Associate Advice tasks.
- **_Completed or currently studying a Financial Planning degree (Pathway to PY) if desired._**
- If you have been working in a practice and you are ready to make the next step into Advice this could be the opportunity for you. This is a great opportunity to find yourself in a role where you are working alongside professional, experienced advisers who will guide and support your career. You will be involved in face-to-face client meetings, work on advice strategy and become an important conjugate between the adviser and the client._

  • Advice Implementation Specialist

    1 month ago

    Sydney, Australia Aware Super Full time

    **Your SUPER career starts here** ***As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world. **Your New Role** As an Advice Implementation Specialist,...

  • Insurance Strategy

    4 months ago

    Sydney, Australia Newlane Risk Full time

    Insurance Strategy & Advice Specialist Following recent acquisitions and continued growth, we are looking someone with existing industry experience in paraplanning and the ability to take the lead on the ongoing analysis and improvement of the advice process within the business. You will be responsible for leading the strategy and advice process...

  • Implementation Specialist

    4 months ago

    Sydney, Australia Karbon Full time

    **About Karbon** Karbon is the global leader in practice management software for growth-minded accounting firms. We provide an award-winning, highly collaborative cloud platform that streamlines work and communication, enabling the average accounting firm using Karbon to save 16 hours per week, per employee. We have customers in 34 countries and have grown...

  • Manager - Advice

    4 months ago

    Sydney, Australia HESTA Full time

    Manager - Advice **Careers with Impact** At HESTA we're a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with their money. So together, we invest billions...

  • Manager - Advice

    4 months ago

    Sydney, Australia HESTA Super Fund Full time

    **Careers with Impact** At HESTA we’re a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with their money. So together, we invest billions of their savings...

  • Manager - Advice

    3 months ago

    Sydney, Australia HESTA Full time

    **Careers with Impact** At HESTA we're a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with their money. So together, we invest billions of their savings...

  • Financial Services Implementation Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Aware Super Full time

    About the RoleWe are seeking a highly skilled Financial Services Implementation Specialist to join our team at Aware Super. As a key member of our Advice Implementation team, you will play a critical role in delivering exceptional service to our clients and members.Key ResponsibilitiesDaily Administration: Coordinate and complete daily tasks with accuracy...

  • Implementation Specialist

    5 days ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the RoleWe are seeking a skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will be responsible for providing assistance to our clients for the configuration and implementation of our KYC products.Key ResponsibilitiesAssist in performing project tasks such as working closely with project managers,...

  • HRis Implementation Specialist

    3 months ago

    Sydney, Australia Clyde&Co Full time

    Job Title - HRIS Implementation Specialist - Job Location - Sydney - Job Type - Business/Professional Services & Support - Expertise - Description **The Role** At Clyde & Co, the role of **HRIS Implementation Specialist** will work as part of our global (process) design team on the implementation of a new HRIS (Workday) in APAC. This is an exciting...

  • Implementation Specialist

    4 months ago

    Sydney, Australia Hatch Full time

    ** This role is at ezyCollect (not for Hatch)** Hatch is supporting ezyCollect to find a great Implementation Specialist to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like ezyCollect. **About the role...

  • Implementation Specialist

    6 days ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the RoleWe are seeking a highly skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will be responsible for providing assistance to our clients for the configuration and implementation of our KYC products.Key ResponsibilitiesAssist in performing project tasks such as working closely with project...

  • Implementation Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the RoleWe are seeking a highly skilled Implementation Specialist to join our KYC Solution Delivery team at Moody's Investors Service. As a key member of our team, you will be responsible for providing technical assistance to our clients for the configuration and implementation of our KYC products.Key ResponsibilitiesCollaborate with project managers,...

  • Implementation Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the Role:At Moody's Investors Service, we are seeking a highly skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will play a critical role in assisting our clients with the configuration and implementation of our KYC products.Key Responsibilities:Collaborate with project managers, customer...

  • Implementation Specialist

    1 week ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the RoleWe are seeking a skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will play a crucial role in providing assistance to our clients for the configuration and implementation of our KYC products.Key ResponsibilitiesCollaborate with project managers, customer success managers, and product...

  • Implementation Specialist

    3 hours ago

    Sydney, New South Wales, Australia Moody's Careers Full time

    About the RoleWe are seeking a highly skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will be responsible for providing assistance to our clients for the configuration and implementation of our KYC products.Key ResponsibilitiesWork closely with project managers, customer success managers, and product...

  • Implementation Specialist

    5 months ago

    Sydney, Australia Domain Group Full time

    **Implementation Specialist - Sydney Office - Permanent Full Time** **Customer Success Specialist** **Who are we?** Realhub is a part of the Domain Group, a leading Australian property marketplace made-up of a portfolio of brands. We are united in our purpose to inspire confidence in life’s property decisions. Our brands offer products and solutions to...

  • Implementation Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Moody's Investors Service Full time

    About the Role:Moody's Investors Service is seeking a highly skilled Implementation Specialist to join our KYC Solution Delivery team. As a key member of our team, you will be responsible for providing assistance to our clients for the configuration and implementation of our KYC products.Key Responsibilities:Work closely with project managers, customer...

  • Advice Associate

    3 months ago

    Sydney, Australia AIA Full time

    BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better - because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to...

  • Advice Associate

    3 months ago

    Sydney, Australia AIA Full time

    At AIA we don’t simply believe in being ‘the best’. We believe in better - because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference...

  • Implementation Manager

    3 months ago

    Sydney, Australia Ignite Specialist Recruitment Services Full time

    Contract Type Contract Reference BH-371186 Industry IT Salary per day - Min: AUD 900 - Max: AUD 1250 - **Contract to June with extensions!**: - ** $900 - $1250 per day**: - ** Parramatta office** Looking to join one of Australia’s most integral **federal government departments**? This department helps to make life of all Australians better and is...