At Coastal Advisory Australia, we're passionate about helping Australians achieve financial confidence through trusted advice and meaningful relationships.
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.
Working closely with Financial Advisers, you'll play a critical role in delivering high-quality financial advice by:
- Preparing and coordinating Statements of Advice (SOAs), Records of Advice (ROAs) and supporting documentation.
- Managing the implementation of approved advice strategies across superannuation, investments, insurance and pensions.
- Liaising with clients, product providers and our onshore and offshore support teams.
- Preparing portfolio reports, projections, product comparisons and technical information for Advisers.
- Maintaining accurate client records within Xplan, Wealth Central and related systems.
- Monitoring workflows to ensure advice is delivered accurately, compliantly and on time.
- Supporting Advisers before, during and after client meetings.
- Identifying opportunities to improve processes and client outcomes.
You'll bring experience in financial advice support together with exceptional attention to detail.
Ideally you'll 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 similar advice software.
- Excellent organisational skills and the ability to manage competing priorities.
- Strong written communication and document review skills.
- A proactive mindset with a commitment to accuracy and continuous improvement
Experience within a licensed Australian financial advice business will be highly regarded.
At Coastal, you'll become part of a growing national advice business where your work genuinely makes a difference.
We offer:
- A collaborative and supportive team environment.
- 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.
Behind every great Financial Adviser is a great technical support team.
Your work will directly contribute to delivering high-quality financial advice, exceptional client experiences and better financial outcomes for Australians.
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.
