Based in our Bella Vista office, the CSO will play a key role in supporting our Wealth Advisers and Mortgage Advisers to prepare high-quality financial proposals, lending scenarios and delivering exceptional service to our clients. This position is focused on ensuring the smooth delivery of financial and credit advice through a thorough understanding of client objectives, financial strategies, and compliance requirements.
You will assist in the development, preparation, and implementation of tailored financial strategies, while ensuring accuracy, efficiency, and adherence to regulatory standards. This role provides the opportunity to work closely with experienced wealth advisers & mortgage advisers, gaining exposure across a diverse range of financial and credit strategies.
We are looking for a candidate keen to grow. Your pathway should lead you into any of these future roles - financial adviser, mortgage broker, practice manager, etc., in line with our business growth.
Key Responsibilities
- Collaborate with Wealth Advisers and Mortgage Brokers to formulate advice & investment strategies that provide optimal client outcomes.
- Assist in the preparation of tailored advice documents (SOAs, ROAs, SOCA, etc) within agreed time frames & service standards.
- Meet individual quality and productivity targets.
- Prepare financial calculations, lending scenarios, modelling of financial scenario’s and detailed cash flow analysis.
- Maintain our CRMs and enhance financial planning software (Adviser Logic) ensuring all relevant data is accurate and up-to-date.
- Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates in relation to advice creation.
- Stay up-to-date with industry regulations, compliance requirements and best practices to ensure all advice is compliant and aligned with client needs.
- Contribute to effective risk and compliance management through ensuring appropriate measures, controls and activities are taken to fulfil corporate and regulatory compliance.
- If you believe in what we do as a business, then be an advocate for our services.
Your Key Skills and Attributes
- Strong organisational, time management and communication skills.
- This is a front office role demanding excellent client service culture.
- High attention to detail and accuracy with strong analytical ability.
- Positive, proactive attitude with a willingness to learn.
- Self-motivated with the ability to manage competing priorities.
- Ability to work independently and work collaboratively in a small team.
- High level of financial literacy / technical competence in financial advice, SMSF, and insurance areas.
- Previous exposure to financial planning software (Adviser Logic or X-Plan), is ideal but not mandatory.
- An understanding of compliance and ethical obligations within financial services sector (e.g. banking, lending, insurance, etc.).
Qualifications and Experience
- Tertiary qualifications in any financial degree, commerce, economics, or related discipline.
- Minimum 3 years’ experience as a financial services – financial planning, broking, banking, etc
- RG146 compliant (financial services) with demonstrated technical knowledge.
- Understanding of investment markets and exposure to mortgage market.
- Previous experience with SMSF structures and financial advice is ideal
- General knowledge of investment platforms desirable, e.g., Praemium, CFS, etc.
What We Offer
- Rewarding work environment and excellent team culture.
- Ability to support and grow your skill set under an experienced leadership
- Excellent opportunities for professional growth in financial planning, broking, practice management.
- Competitive salary and incentives package
- Opportunity to join a business in a strong growth phase and accelerate your career advancement.
- Career progression with diverse career pathways and initiatives to support you.
If you have at least 3 years years’ experience in financial services and are ready to join a forward-thinking, people-focused firm, we’d love to hear from you.
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