Want more and better career, skills & income progression? Not appreciated or well rewarded for your hard work? Want your work measured against outcomes vs inputs?

🚀 About Pivot Wealth

At Pivot Wealth, we work with high net-worth Accumulators to help our clients achieve a life not limited by money through our dedicated Advice team, tailored financial plans & ongoing education.

We’ve built a reputation in the market for being a business that looks after it’s people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS.

🔒 About the Opportunity

Pivot is an award-winning Financial Advice firm with the purpose of guiding Australians to create a life not limited by money. Through challenging accepted wisdom & beliefs, delivering strong leadership, and a world-class customer experience, we help clients maximise every opportunity to get ahead with money faster so they can live the life they really want.

Recognised in the AFR Fast 100 as one of the fastest growing Advice firms, we are going through a significant growth phase and are looking for like-minded individuals to join our team & be part of our journey toward becoming the market leader in Australia for financial advice and education.

🎯 About the Role

Our advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning. The core of a Client Service role at Pivot is being responsible for supporting a Financial Adviser with the following:

Implementation of Adviser recommendations and liaison with third parties as necessary.

Run meetings with clients to assist with implementation of financial advice.

Build and maintain genuine relationships with our new & existing clients.

Schedule client meetings and follow-ups efficiently.

Regularly assess and ensure compliance standards are met across all client files.

Prepare necessary documentation accurately.

Promptly follow up on requests from both advisers and clients.

Maintain Xplan database.

🎟️ Your Ticket to the Game

The successful candidate will be someone who understands that outstanding customer service is a key building block in successful relationships, someone who realises that the little things are the big things, has a keen attention to detail, and will take initiative to support both clients and their wider team.

Bachelors Degree in Finance, Commerce OR a Diploma of Financial Planning

2+ years in a customer-focused role, ideally within a Financial Advice practice.

Exceptional organisational, communication and interpersonal skills

A committed and caring attitude focused on productivity, high-quality service and clients’ goals

Proven strong attention to detail

Proven ability to work closely in a team and autonomously

Must have full, unrestricted working rights in Australia

🏆 Why Work With Us?

Pivot is a business that rewards team members that add value to the business, which we do through our incentive plan and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.

Career Development: Clear onboarding, career progression pathways and structured development plan from Day 1

Growth: Recently nominated as finalists by WIF for Employer of the Year (SME) & Training and Development Plan of the Year

Support: Strong support networks from the leadership team including our Head of Advice, as well as Head of Client Success

Team Culture: We are relentless in our pursuit of only brining on board the RIGHT people; highly ethical, client-centric, team oriented and passionate about delivering a world-class experience

Remuneration: Annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers

Hybrid: Flexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ)

Ethical: We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions or kickbacks

If this opportunity excites you as much as the prospect of finding our next team member excites us, please apply here with your CV and cover letter.