Senior Advice Support Executive
About the Role
At Advice Lab, you’ll be part of a team that genuinely values growth, collaboration, and meaningful work. This role is ideal for someone with 2+ years of experience in advice support services within the Australian financial planning industry, who is looking to thrive in a structured, people-first environment. As part of our client support team, you’ll work closely with Australian Financial Advisers, contributing to smooth, accurate review processes while helping maintain the high standards our clients trust us for. If you take initiative, enjoy problem-solving, and value being part of a supportive, growth-oriented workplace — you’ll fit right in with us as we continue to grow and make a real impact in the financial planning industry.
Key Responsibilities
- •Conduct product research within the financial planning landscape
- •Manage client review meetings and prepare related documentation
- •Liaise with Advisers and complete allocated system tasks
- •Conduct frequent weekly audits on implementation processes
- •Understand and meet stakeholder expectations
Must-Haves
- •Minimum 2 years of experience in advice support services to the Australian financial planning industry
- •A degree or professional qualification in Finance (CIMA and ACCA students seeking practical training agreements are encouraged to apply)
Skills We Value
- •Fast learner: Adapt quickly in a rapidly growing business
- •Self-starter: Take initiative and go the extra mile
- •Comfortable with numbers: You'll be working with them daily
- •High attention to detail: Accuracy matters
- •Team player: We win together, not individually
- •Creative thinker: Bring your ideas, we want to hear them
- •Strong communicator: Clarity is key
- •Resilient mindset: Challenges don't stop us
What's in It for You
- •Competitive salary based on experience and skills
- •The opportunity to join a fast-growing organisation with global clients
- •A chance to take on meaningful work and accelerate your career
- •A workplace culture shaped by employee-driven initiatives — genuine, inclusive, and energetic