Advice Support Manager / Junior Adviser – Brisbane

Join a growing team where your career can thrive!

Nestworth is expanding, and we’re excited to welcome passionate, customer-focused Client Service Managers/Associates to our Brisbane Advice team. You’ll work closely with our experienced Financial Advisers in a collaborative, supportive environment that values growth and innovation.

In this role, you’ll be at the heart of our client relationships – delivering exceptional service, supporting our Advisers, and contributing to the growth of our business. You’ll thrive if you bring strong communication skills, a keen eye for detail, and a proactive mindset in a fast-paced, dynamic setting.

Skills:

• Extensive knowledge and experience in financial planning.
• Excellent communication skills.
• Strong customer service orientation.
• Ability to build and maintain client relationships.
• Problem-solving skills.
• Team player with the ability to work independently.
• The ability to conduct workflow and manage team priorities.

Responsibilities:

• Working closely with the Financial Adviser and their Advice pods on all facets of financial planning on both new business and ongoing service.
• Accountability for overseeing the production of compliant financial advice and strategy presentations to clients in a timely, efficient manner.
• Manage workflow of your offshore paraplanners and admin support team ensuring client service standards are consistently met.
• Manage client relationships and serve as the main point of contact for all client inquiries and requests.
• Ensure high levels of customer satisfaction through timely resolution of issues and proactive communication with clients.

Qualifications:

• Degree or higher in Financial Planning or similar (or equivalent work experience).
• Proficiency in Microsoft Office Suite.
• Knowledge of Financial Planning CRM software is preferred.
• Ability to adapt quickly to changing priorities and deadlines.