About the Company

This leading Melbourne-based wealth management firm delivers tailored financial solutions with confidence. It fosters a collaborative growth-focused workplace where team members are valued, supported and encouraged to develop their skills and advance their careers.

The Opportunity

A dynamic role for a detail-focused Operations Officer to support advisers and staff with licensee and platform functions. This key position streamlines processes and drives operational excellence in a growing business.

Key Responsibilities

Assist in the seamless onboarding process for Corporate Authorised Representatives (CARs) and Authorised Representatives (ARs).​

Support the integration of new advisers, ensuring a smooth transition into the business.​

Distribute communications to the network, conveying important updates and information.​

Maintain accurate records on XPLAN, SharePoint, and other systems to ensure compliance and data integrity.​

Develop and maintain process guides for Standard Operating Procedures (SOPs) across the team.​

Undertake various operational and administrative tasks, including reporting for leaders and executives across the group.​

Stay abreast of all system requirements and industry information to maintain up-to-date knowledge.​

Foster and strengthen relationships with key partners and Business Development Managers across the group's predominant platforms.​

Support all teams with operational day-to-day activities, including access to platforms and adviser codes.​

Provide general support to the Operations team as required.​

About You

To be successful in this role, you will have:

A minimum of 3 years' Financial Planning industry experience.​

Experience with onboarding and offboarding advisers between Australian Financial Services Licenses (AFSLs) is highly desired.

Experience with platform relationships at a dealer group/licensee level.​

Intermediate skills in Microsoft Word, Excel, and Outlook.​

Intermediate knowledge of XPLAN.​

Relevant industry qualifications (advantageous).​

Experience in developing automated workflows (advantageous).

However, if you are a CSM or Paraplanner who is looking for a new challenge, we would consider your application

This firm values collaboration and growth, offering a supportive environment where contributions matter. With a strong focus on professional development, it provides opportunities for learning and career progression while making a meaningful impact on clients' financial well-being.

If you are a team player who values confidentiality and accuracy and want to grow in a dynamic, supportive environment, apply now or contact

Kiera Brown

Director, FS Recruitment Solutions

0409 598 111

[email protected]