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

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