Adviser Support Officer

Ord Minnett; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Ord Minnett in Sydney is seeking a proactive Adviser Support Specialist to join the Platform, Product & Adviser Support team. You will be a key point of contact for platform and product enquiries, helping advisers navigate products, platforms and processes to support client outcomes.

You will collaborate with Operations, Compliance and external providers, monitor regulatory developments, support product initiatives, and gather adviser feedback to enhance the adviser and client experience.

Qualifications

• Tertiary qualification.
• Previous client service experience within the financial services industry.
• Strong understanding of financial services products and investment platforms.
• Excellent verbal and written communication skills.
• Proven ability to manage competing priorities and meet deadlines.
• Intermediate Microsoft Office skills, including Outlook, Excel, and Word.

Responsibilities

• Act as the first point of contact for platform and product-related enquiries, including operational issues, implementation timeframes, and training support.
• Keep Advisers and support staff informed of platform enhancements, product developments, and key business initiatives.
• Support Advisers in promoting, marketing, and cross-selling product offerings to clients and prospective clients.
• Collaborate with Operations, Compliance, Technology, Finance, and external providers to implement procedural and structural changes.
• Monitor regulatory developments and assist in identifying impacts on relevant products and platforms.
• Research industry trends and emerging technologies to help ensure Ord Minnett's product offering remains contemporary and competitive.
• Support strategic projects and initiatives in partnership with the Head of Platform, Product & Adviser Support.
• Gather, assess, and prioritise adviser feedback to enhance products, platforms, and the overall client experience.

Skills

Client service

Communication skills

Stakeholder engagement

Problem-solving

Time management

Education

Tertiary qualification

Tools

Microsoft Office

Job description

Are you passionate about delivering exceptional client service and supporting financial advisers to achieve outstanding outcomes for their clients?

We are seeking a proactive and relationship-focused Adviser Support Specialist to join our Platform, Product & Adviser Support team in Sydney. This is an excellent opportunity for a financial services professional who enjoys problem-solving, stakeholder engagement, and working across a diverse range of wealth management products and platforms.

In this role, you'll become a trusted partner to Advisers and their support teams, helping them navigate products, platforms, and operational processes while contributing to initiatives that enhance the adviser and client experience.

About the Team

The Adviser Support Team provides support to Advisers, support staff, and management across the full suite of Ord Minnett products and services, including Portfolio Services, cash products, managed accounts (UMA), external platforms, and international investment services.

Working closely with stakeholders across the business and external service providers, the team ensures Advisers have access to timely support, accurate information, and innovative wealth management solutions.

About the Role

Reporting to the Head of Platform, Product & Adviser Support, you will be a key point of contact for platform and product-related enquiries and play an important role in supporting product initiatives.

Key Responsibilities

• Act as the first point of contact for platform and product-related enquiries, including operational issues, implementation timeframes, and training support.
• Keep Advisers and support staff informed of platform enhancements, product developments, and key business initiatives.
• Support Advisers in promoting, marketing, and cross-selling product offerings to clients and prospective clients.
• Collaborate with Operations, Compliance, Technology, Finance, and external providers to implement procedural and structural changes.
• Monitor regulatory developments and assist in identifying impacts on relevant products and platforms.
• Research industry trends and emerging technologies to help ensure Ord Minnett's product offering remains contemporary and competitive.
• Support strategic projects and initiatives in partnership with the Head of Platform, Product & Adviser Support.
• Gather, assess, and prioritise adviser feedback to enhance products, platforms, and the overall client experience.

About You

Tertiary qualification.

Previous client service experience within the financial services industry.

Strong understanding of financial services products and investment platforms.

Excellent verbal and written communication skills.

Proven ability to manage competing priorities and meet deadlines.

Intermediate Microsoft Office skills, including Outlook, Excel, and Word.

Strong attention to detail and commitment to delivering quality outcomes.

You will be:

• Client-focused and committed to delivering exceptional service.
• Proactive, with a continuous improvement mindset.
• Accountable and willing to take ownership of your work and outcomes.
• Self-motivated and able to work effectively with minimal supervision.
• A collaborative team player who values knowledge sharing and teamwork.
• A strong problem-solver with a practical and solutions-focused approach.
• Adaptable and comfortable working in a dynamic environment.
• An effective communicator who can build relationships across a diverse stakeholder group.

Ord Minnett offers a unique opportunity to be part of one of Australia's most respected wealth management firms.

You will join a collaborative and high-performing team where your contribution is valued, your professional development is supported, and you'll gain exposure to a broad range of wealth management products, platforms, and strategic initiatives. This is an opportunity to build your expertise while making a meaningful impact on the adviser and client experience.

Ord Minnett does not accept unsolicited resumes from recruitment agencies or search firms. Please do not email or send unsolicited resumes to any Ord Minnett employee, office, or address. Ord Minnett will not be responsible for, and will not pay, any fees, commissions, or other payments related to unsolicited resumes.