Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2024?

Invest Blue has an exciting opportunity to join us in Melbourne. We are seeking an experienced Technical Officer to work in the Melbourne office/hybrid, full-time, joining the energetic Merger & Acquisition team.

This role will be responsible for the technical aspects of onboarding new partners. You will have the opportunity to execute agreed strategy/plans through both pre and post settlement phases. You will work closely with key internal and external stakeholders, through due diligence and ultimate settlement and integration.

What we offer

When you join the Invest Blue family, you gain access to a multitude of benefits, including:

· A complimentary financial plan for your personal aspirations

· An opportunity to work 9 days a fortnight as a full-time team member.

· Upon completion of probation, your birthday as a day off to celebrate.

· Time off to volunteer for community initiatives or chosen charities.

· Participation in our annual “Celebrate the Wins” offsite conference and event, fully sponsored by Invest Blue.

· Continuous learning and development opportunities

This is a diverse, engaged and rewarding role and allows you to provide an excellent stakeholder experience daily. You’ll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Invest Blue is Australia’s trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

At Invest Blue, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.

About you:

· Motivated team player with great people skills.

· Technical knowledge and knowledge of regulatory and legislative obligations related to mergers and acquisitions.

· Outstanding communication skills, both written and verbal with a high attention to detail.

· Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.

· Eager to learn and are willing, at times to unlearn.

· Brings fresh and innovative ideas to the table.

· Value a team culture.

· Has a positive can-do attitude.

Key role responsibilities:

· Vendor and Stakeholder Relationship Management - Working and liaising with key parties to facilitate the onboarding and legal settlement of new partners.

· Legal settlement - facilitation/preparation of non-disclosure agreement (NDA), Non-Binding Indicative Offer (NBIO), Due Diligence process, Final Approvals, Sale Agreement and settlement requirements

· Opportunity Pipeline Management - activity reporting, participation in reviewing opportunities against business strategy, facilitating initial vendor requirements and internal analysis

· Working with the internal Project Sponsor to develop the necessary initial documentation and communication.

· Managing due diligence process - co-ordinating stakeholder communications, managing scope, risks and deliverables.

· Production of key business transactional documents seeking approval for non-binding and final approvals.

· Co-ordinate key technical requirements working closely with the Project Office to ensure deliverables and timeframes are met by stakeholders.

· Working with legal to conclude Sale and Purchase Agreements, settlement checklists and required settlement documents.

· Updating and maintaining new opportunity pipeline and workflow documents of potential opportunities across the business.

· Assist in the development, maintenance and on-going enhancement of key Merger & Acquisition (M&A) policies and processes.

· Coordinate and deliver regular reporting on opportunities/new partners during all phases of the transaction.

Desired Skills and Experience

· Strong experience in merger and acquisition settlement requirements - legal contracts, approval requirements, vendor liaison.

· A degree in Finance, Business or Law (or relevant industry experience).

· Demonstrated success in managing multiple activities with a variety of internal and external stakeholders, achieving significant business growth.

· Proficiency in project management software, Microsoft products - specifically word, excel and teams

· Demonstrated organisational and communication skills.

· Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.

Remuneration package offered ranges between $110,000 -$140,000, including super and leave loading, dependent on level of education and experience.

Next steps

Ready to embark on this exciting journey with us? Apply now by sending your covering letter and resume to [email protected]

We are thrilled to hear from you.