Senior Associate Advisor (Australian Financial Services

Position Title: Senior Associate Advisor (

Australian Financial Services)

Location: Remote (South Africa)

Working Hours: 02h00 – 10h00 SAST (

Australian Business Hours)

Salary: R35 000 per month (non-negotiable)

Experience Required: 5+ Years (

Direct Australian Wealth Management Support Experience Required) Industry: Australian Financial Services / Wealth Management

Position Overview

Our client is seeking a highly organised, client-focused, and proactive Senior Associate Advisor to join their growing Australian financial advisory team.

This role is ideal for an experienced financial services professional who has a deep understanding of the Australian wealth management landscape and thrives in a fast-paced, client-centric environment. You will play a critical role in supporting advisers, managing Australian client relationships, coordinating implementation processes, and ensuring operational excellence across multiple client engagements.

Mandatory Requirements (Applications will not be considered without these)

• Minimum 3–5 years of direct experience supporting Australian Financial Advisers/Wealth Managers.

• Solid understanding of Australian financial planning administration, including the implementation of Advice documents.

• Hands-on experience with Australian financial advisory platforms (e.g., Plutosoft, Xplan, Class, Hub24, Netwealth).

• Flawless, professional English communication skills (written and verbal) suitable for direct Australian client interaction.

Duties & Responsibilities

• Client Relationship Management: Act as the primary point of contact for non-technical

  Australian client servicing matters and follow-ups.

• Adviser Support: Prepare client review documentation, reports, and supporting materials for adviser meetings using

  Australian compliance standards.

• Implementation: Manage implementation processes involving

  Australian insurers, financial platforms, super funds, accountants, and clients.

• File Ownership: Take ownership of allocated client files, ensuring strict adherence to

  Australian regulatory and compliance standards.

• CRM Management: Maintain organised, compliant, and audit-ready client records within

  Australian-specific CRM systems.

• 5+ years’ experience in Financial Services Administration, with a strict focus on the Australian market.

• Proven ability to independently manage client files and servicing workflows.

• Experience with Tekmatix, Plutosoft, or Xplan is highly desirable.

• Ability to work the early morning shift (02h00 – 10h00 SAST) consistently without disruption.

Remote Work Requirements

• Own laptop or computer suitable for professional use.

• Stable high-speed internet connection (Fibre preferred).

• Robust backup power supply (Inverter/UPS) to ensure 100% uninterrupted workflow during early morning hours.

R35 000 per month (non-negotiable)

Interested?

If you meet the above requirements and are looking for an exciting remote opportunity within a professional financial services environment, we would love to hear from you.

Please submit your CV to: ***email_hidden***