Advice Implementation Specialist

3 days ago

Broadbeach, Australia PictureWealth Full time

**Full-time | Monday - Friday | 38 hours per week**:

- **Broadbeach, Gold Coast - a five-minute walk from Broadbeach North tram station**

**Power flawless execution in a fast-growing FinTech**

PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives. As our new Advice Implementation Specialist, you’ll turn top-tier advice into real-world outcomes—seamlessly, accurately and always with the client at heart.

**Why join us**
- Great location across from the Broadbeach beach or next to Brisbane Central Station
- A rewarding career in a friendly and supportive team environment
- Flexible working options to help you maintain balance in your personal and professional life.
- Access to Employee Assistance Program (including immediate family)
- Social events to meet members across the organisation
- Free fruit, tea, coffee and evening meals available in office
- Full Training and ongoing support

**Your mission**
- **Own the implementation journey**- making sure every strategy lands perfectly and clients stay informed.
- **Execute advice** - process Super and investment switches, rollovers, fee submissions and insurance changes.
- **Stay compliant** - prepare NOI forms, maintain spotless records and meet all regulatory standards.
- **Delight clients** - act as the key contact during implementation, send paperwork for signing and provide clear updates.
- **Partner for success**- collaborate with Advisers, third-party providers and internal teams to keep timelines tight.
- **Audit & improve** - run regular portfolio checks and suggest process enhancements.

**What you’ll bring**
- RG146, Diploma of Financial Planning or similar (or on the way).
- 2+ years in advice implementation, superannuation, investments or related fields.
- Deep knowledge of super, investments, insurance and financial-planning workflows.
- CRM & fintech-tool confidence, plus advanced Excel / Word / Outlook skills.
- Excellent attention to detail and the aptitude for turning complex steps into simple client language.
- Able to prioritise, hit deadlines and thrive in a fast-paced environment.
- Clear, professional communication that builds trust with clients and stakeholders alike.

**Ready to Make a Difference?**

Role Type

On-site - Permanent - Full-time - Mid-level Senior

  • SEO Specialist

    4 days ago

    Broadbeach, Australia SHUTTLE MARKETING AGENCY Full time

    **THE OPPORTUNITY** Can you help our clients go to infinity and beyond? We are expanding our Flight Crew and are on the hunt for a talented SEO Specialist to join our fast-paced, dynamic and growing agency. As the SEO Specialist, you will lead the organic customer acquisition strategy across existing and new clients as well as our own Agency. You will have...

  • Global Product Specialist

    1 day ago

    Broadbeach, Australia beBeeDestination Full time $90,000 - $120,000

    Global Product SpecialistWe are seeking a skilled Global Product Specialist to create and develop touring products that meet the growing demand for travel experiences.Key Responsibilities:Design and implement new itineraries to support business growth in assigned destinationsEstablish strong relationships with suppliers to negotiate mutually beneficial...

  • API Integration Specialist

    5 days ago

    Broadbeach, Australia beBeeDevelopment Full time $90,000 - $120,000

    Job Title: API Integration SpecialistWe are seeking a skilled API Integration Specialist to join our team on a short-term 3-month contract basis with possibility of extension. As an integral part of our dynamic team, you will be responsible for designing and implementing cutting-edge solutions that integrate with third-party travel systems such as Expedia,...

  • Insurance Service Specialist

    5 days ago

    Broadbeach, Australia PictureWealth Full time

    **Full-time | Monday - Friday | 38 hours per week**: - **Brisbane or Broadbeach offices - a five-minute walk from Brisbane Central train station or Broadbeach North tram station** **Power flawless execution in a fast-growing FinTech** PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future....

  • Dynamic Business Central Specialist Consultant

    2 weeks ago

    Broadbeach, Australia Ignite Full time

    **Job no**: 520622 **Brand**: Ignite **Work type**: Fixed Term Contract, Full time **Location**: Queensland **Categories**: Information & Technology **Hello, Hej, **你好**, Salut!** We are looking for a Microsoft Dynamics 365 Business Central Specialist/Consultant to join the team on a 12-month contract in Broadbeach! Ignite Travel Group is an...

  • PPC Specialist

    2 days ago

    Broadbeach, Australia Shuttle Marketing Agency Full time

    **THE OPPORTUNITY** Our fast paced, dynamic and growth focussed agency is on the hunt for a PPC Specialist to lead our Paid Search campaigns across a variety of search platforms. Reporting to the Delivery Lead, you will be identifying trends and insights to design and implement powerful paid search campaigns for multiple clients across various...

  • Financial Adviser

    5 days ago

    Broadbeach, Australia PictureWealth Full time

    **Exciting career opportunities for Financial Advisers**: - ** Flexible work locations: Remote, Gold Coast, Brisbane, and Perth**: - ** Full-time roles available with attractive benefits** **About Us** At PictureWealth, we’re dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused...

  • Whs Advisor

    1 day ago

    Broadbeach, Australia John Holland Full time

    Gold Coast Light Rail has transformed public transport on the Gold Coast, helping create an integrated network that connects more people to more places in one of Australia's most dynamic and fastest growing cities. John Holland is GoldlinQ's recommended design and construction contractor for GCLR3, to extend the existing light rail network by 6.7 kms from...

  • Learning Experience Specialist

    1 week ago

    Broadbeach, Australia Ignite Full time

    **Job no**: 527475 **Brand**: Ignite **Work type**: Full time **Location**: Queensland **Categories**: People & Culture As our **Learning Experience Specialist**, you will be at the heart of our mission to enhance professional growth at Ignite Travel. Collaborating closely with the People and Culture Leader, this role is integral in crafting, curating, and...

  • Learning & Development Specialist - Broadbeach, Qld

    1 week ago

    Broadbeach, Australia Ignite Full time

    **Job no**: 527475 **Brand**: Ignite **Work type**: Full time **Location**: Queensland **Categories**: People & Culture As our **Learning and Development Specialist**, you will be at the heart of our mission to enhance professional growth at Ignite Travel. Collaborating closely with the People and Culture Leader, this role is integral in crafting, curating,...