Financial Advice Implementation Specialist — Hybrid & Mentoring

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

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.