Advice Implementation – Financial Advice

Big River Resources, LLC; Newcastle City Council; Hybrid; AUD 75,000 - 90,000; Full time

Benefits offered by this job

Mentoring and adviser exposure

Clear career progression

Supportive, professional team

Salary guide: $75k-$90k + super

Job summary

Big River Resources, LLC is partnering with a Newcastle-based financial advice firm to recruit an Advice Implementation professional. This role sits at the centre of the advice process, supporting advisers by implementing recommendations and keeping client outcomes moving in a fast-paced environment.

You'll work closely with experienced advisers, manage advice implementation from SOA through to execution, coordinate tasks, and ensure every step is accurate and timely.

Qualifications

• Experience in financial planning support, implementation, or client services.
• Strong attention to detail.

Responsibilities

• Implementing advice recommendations end-to-end.
• Managing workflows and client records in Xplan.
• Liaising with providers, advisers and internal teams.
• Ensuring advice is executed accurately and on time.

Job description

Newcastle, NSW

• Implementing advice recommendations end to end
• Managing workflows and client records in Xplan
• Liaising with providers, advisers and internal teams
• Ensuring advice is executed accurately and on time

Build your career in Financial Advice where advice turns into action.

Advice Implementation Support

We're partnering with a growing Newcastle-based financial advice firm to recruit an Advice Implementation professional. This role sits at the centre of the advice process, supporting advisers by implementing recommendations and keeping client outcomes moving.

The Opportunity

You'll work closely with experienced advisers, managing advice implementation from SOA through to execution. It's hands‑on, varied, and ideal for someone who enjoys structure, follow‑through, and being relied on.

Key responsibilities include:

• Implementing advice recommendations end-to-end
• Managing workflows and client records in Xplan
• Liaising with providers, advisers and internal teams
• Ensuring advice is executed accurately and on time

About You

You'll have experience in financial planning support, implementation, or client services, with strong attention to detail and a genuine interest in progressing your career in advice.

What's On Offer

• Mentoring and adviser exposure
• Clear career progression
• Supportive, professional team
• Salary guide: $75k-$90k + super

Newcastle | Hybrid flexibility once established