Associate, Technical Services

coastal advisory australia; Brisbane; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Discounted Financial Advice

Complimentary Annual Tax Returns

Salary sacrificing for Novated Leases

Purchased leave options

Career development and ongoing学习

Job summary

Coastal Advisory Australia is a growing national financial services firm that helps Australians achieve financial confidence through trusted advice and meaningful relationships. We’re building a team that blends the resources of a larger organisation with personalised local service as part of our Client & Technical Services group.

We’re seeking an experienced Associate, Technical Services to support Financial Advisers by transforming advice strategies into accurate, compliant client outcomes.

Qualifications

• Experience preparing or supporting SOAs and ROAs.
• Experience implementing financial advice recommendations.
• Strong understanding of advice workflows and financial services administration.
• Experience working with Xplan or a similar advice software.
• Strong written communication and document review skills.
• Proactive mindset with a commitment to accuracy and continuous improvement.

Responsibilities

• Prepare and coordinate Statements of Advice (SOAs) and Records of Advice (ROAs) and supporting documentation.
• Manage the implementation of approved advice strategies across superannuation, investments, insurance and pensions.
• Liaise with clients, product providers and our onshore and offshore support teams.
• Prepare portfolio reports, projections, product comparisons and technical information for Advisers.
• Maintain accurate client records within Xplan, Wealth Central and related systems.
• Monitor workflows to ensure advice is delivered accurately, compliantly and on time.
• Support Advisers before, during and after client meetings.
• Identify opportunities to improve processes and client outcomes.

Skills

Attention to detail

Organisational skills

Written communication

Problem solving

Tools

Xplan

Wealth Central

Job description

Do you love the technical side of financial advice and making great strategies happen?

Who we are

At Coastal Advisory Australia, we're passionate about helping Australians achieve financial confidence through trusted advice and meaningful relationships.

We’re a growing national business, bringing together the expertise and resources of a larger organisation with the personalised service of local advice, accounting & lending teams. As we continue to grow, we’re also creating new opportunities for our people to develop, specialise and build rewarding careers.

The opportunity

As our business continues to grow nationally, we're looking for an experienced Associate, Technical Services to join our Client & Technical Services team. This is a technical, fast-paced role where you'll work alongside Financial Advisers to transform advice strategies into exceptional client outcomes.

If you enjoy the detail, thrive on solving problems and take pride in producing accurate, high-quality work, we'd love to hear from you.

The impact you’ll have

Working closely with Financial Advisers, you'll play a critical role in delivering high-quality financial advice.

In this role, you will:

• Prepare and coordinate Statements of Advice (SOAs), Records of Advice (ROAs) and supporting documentation.
• Manage the implementation of approved advice strategies across superannuation, investments, insurance and pensions.
• Liaise with clients, product providers and our onshore and offshore support teams.
• Prepare portfolio reports, projections, product comparisons and technical information for Advisers.
• Maintain accurate client records within Xplan, Wealth Central and related systems.
• Monitor workflows to ensure advice is delivered accurately, compliantly and on time.
• Support Advisers before, during and after client meetings.
• Identify opportunities to improve processes and client outcomes.

What you'll bring

You'll bring experience in financial advice support together with exceptional attention to detail & excellent organisational skills.

You will have:

• Experience preparing or supporting SOAs and ROAs.
• Experience implementing financial advice recommendations.
• Strong understanding of advice workflows and financial services administration.
• Experience working with Xplan or a similar advice software.
• Strong written communication and document review skills.
• A proactive mindset with a commitment to accuracy and continuous improvement.

We are growing organically and through acquisitions, creating opportunities for our people to broaden their experience, contribute ideas and help shape how we work. We value skill, integrity, initiative and a genuine commitment to delivering better outcomes for our clients and each other.

We offer:

• Discounted Financial Advice.
• Complimentary Annual Tax Returns.
• Salary sacrificing for Novated Leases.
• Purchased leave options.
• Opportunities for career development and ongoing learning.
• Exposure to experienced Financial Advisers and complex client strategies.
• A business committed to innovation, continuous improvement and operational excellence.
• A culture built around our guiding principles: People First; Work Together/Win Together; No Limiting Beliefs and 100% of the Truth, 100% of the Time.

Ready to join us?

If you’re looking for your next step in technical support and want to build a career, we’d love to hear from you!

Due to high application numbers, only successful candidates will be contacted.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.