If you love being the calm, organised person everyone relies on, this is the seat for you. At Aureus Wealth Advisers, you won’t just be processing paperwork behind the scenes. You’ll be the trusted link between our clients, our advisers and our paraplanning team, the person who makes sure every piece of advice lands exactly when and how it should.
This role matters because our clients are trusting us with their financial future. When you get the details right, advice gets delivered on time, files stay clean and clients feel genuinely looked after. That’s the difference you’ll make, every single day.
You’ll own the smooth running of client files and advice delivery for our Wealth team, from preparing documents ahead of appointments through to making sure every Statement of Advice is implemented correctly. You’ll build real relationships with clients, Directors, Advisers and Paraplanners so nothing falls through the cracks. And you’ll bring the kind of calm, proactive follow-through that lets our advisers focus on what they do best: giving great advice.
What you’ll do
Client & Adviser Support
- Be the friendly, reliable point of contact for client queries and requests
- Prepare everything advisers need ahead of client meetings, from Duty of Disclosure documents to full appointment packs
- Keep client files and systems (Google Drive, Xplan and beyond) accurate and up to date
- Manage service requests like reviews, withdrawals and address changes, start to finish
- Support the team with insurance quotes, product research and new client file set-up
Paraplanning & Advice Implementation
- Help our Advisers and Paraplanners deliver quality advice within agreed timeframes
- Quality-check Statements and Records of Advice against our practice standard
- Manage the implementation of client advice, including getting the Authority to Proceed signed
- Track Ongoing Fee Arrangements so nothing is ever missed or late
- Liaise with product providers to follow insurance applications, rollovers and investments through to completion
Who you are
- Warm and genuinely client-focused, the kind of person people feel comfortable calling
- Organised and calm under pressure, with a knack for juggling competing priorities
- A clear, confident communicator, in writing and in conversation
- Curious and quick to learn new systems and software
- Someone who takes ownership rather than waiting to be asked
What you’ll need to bring
- Tertiary qualifications in Financial Planning, Accounting or a related discipline
- Experience in a paraplanning, case management or client services role within financial planning
- Confidence picking up new software and business systems quickly
- Strong numeracy and problem-solving skills
- A collaborative, team-first attitude
