💼 Advice Implementation – Financial Advice
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
Apply via Recruit 2 Advice for a confidential discussion.