Introducing Much More Than Money

Much More Than Money is a financial advice and broker business with offices in Canberra and Sydney. We approach financial advice by placing our focus not on the size of our client’s portfolio’s but instead on their core values and goals. We partner with our clients through their life journey to ensure they get a return on life, not just a return on investment. Increasing value is what we do, but we also give back. A cornerstone of our philosophy is supporting the communities in which we operate, donating a percentage of after-tax profit to charities.

We’ve been around for more than 20 years and we are accelerating our growth. Although we’re considered a larger advice practice, we are a family values-based business and work hard to ensure we have a great culture for our team where people feel genuinely valued and have the opportunity to showcase their strengths.

Explore the Opportunity

As part of our growth, we are expanding our team. We need a Senior Associate to join us as we continue to build our Canberra team.

In this role, you’ll be working closely with our Advisers and team members to provide ongoing support and service to our clients, ensuring their affairs are proactively planned and managed to optimise their financial position. Your responsibilities will include client meeting preparation incorporating agenda construction, reviewing strategies and investments and ensuring client files remain compliant. You’ll attend and participate in client meetings and be responsible for the completion of post meeting work including file notes and implementation. You’ll undertake the management of client strategies and advice incorporating the preparation and implementation of applications, submission and tracking of insurance applications, and liaison with external product providers and government departments. You’ll also be looking after the preparation of client files for our paraplanning team.

Our Wish List

To be great at this role, we need someone who is client focussed and has a growth mindset. We need people who are:

Organised, efficient and love being part of a high performing team;

Focussed on providing a high level of service and client satisfaction;

Able to prioritise and meet deadlines;

Great with routine and attention to detail; and

Punctual, reliable and thorough.

You will love learning and growing and have a genuine passion for developing your career in the financial planning industry.

Our successful candidate will ideally have: -

Minimum 1 – 3 years’ experience in an Associate role; and

Tertiary degree in a business or finance related area

We would also consider someone from different fields with different experience. As an example, people from unrelated fields such as psychology and teaching can often excel in financial planning.

What We Can Offer You

The opportunity to learn from some of the industry’s best

Competitive salary

Flexible working arrangements

Five weeks of annual leave per year

Lifestyle and wellness leave (2 days per year)

Professional development allowance

Company paid parental leave

Team bonus

To Apply

To apply for this position, click on the apply button and include your resume and a cover letter.