ABOUT US

Established in 2019, My Online Adviser was founded with a bold vision: to become a leader in the financial planning space by redefining how advice is delivered. We believe financial advice should be clear, empowering, and accessible. That is why we focus on providing comprehensive, uncomplicated advice that educates our clients and helps them confidently take control of their financial future.

We utilise technology to our advantage; to provide advice that is not only tailored, but timely, something we know is essential in today’s fast-paced world. This combination of efficiency, clarity, and care is what truly sets us apart from traditional firms.

Our commitment to client excellence has not gone unnoticed. We are the proud recipients of the Product Review Financial Services Award for four consecutive years (2022-2025), a recognition driven by consistent positive feedback from our valued clients (and we are aiming for many more).

At My Online Adviser, we are equally passionate about our team. We have built a culture that is wholesome, high-performing, and genuinely fulfilling. Our team is proactive, collaborative, and brings high energy to everything they do. If you're looking to grow your career in an environment where your contributions matter and your ideas are valued, we would love to meet you.

About the role

We are looking for an experienced Implementation Officer who has worked within an A–Z model. This full-time remote role offers flexible hours for proactive, detail-oriented individuals who are passionate about achieving client outcomes.

Key Responsibilities

Manage end-to-end implementation of financial advice strategies (investments, superannuation, insurance, rollovers)

Liaise with clients, advisers, and product providers for timely and accurate processing

Prepare, submit, and track application forms and compliance documentation

Monitor progress and follow up on outstanding actions for seamless onboarding

Maintain accurate client records and CRM updates

Support the advice team in delivering a consistent client experience

About You

3 years + experience in implementation or client services role within a financial advice firm

Comfortable with A–Z model task management

Strong knowledge of superannuation, insurance, and investment processes

Clear communicator with excellent attention to detail

Commitment to outstanding client service

Proficiency with financial planning tools and software

Able to work independently in a remote setting

Why Join My Online Adviser?

Work remotely from anywhere in Australia with a supportive team

Be part of a business valuing innovation, integrity, and positive client impact

A collaborative culture that recognises and values your experience