Review Associate

Are you a detail-oriented and a motivated individual with a passion for helping people with their money? 

We at Everest Wealth are seeking a Review Manager to join our team and provide crucial support to our financial planners. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey, taking ownership of client relationships and ongoing advice processes.

Everest Wealth specialises in Financial Planning for Millennial & Gen Z clients, with referrals from She's on the Money, Glen James, Equity Mates & Rask Media podcasts. We are a young & dynamic team with flexible working arrangements and with the ability for growth in your role. 

We’re looking for a highly organised Review Manager to join our Perth financial advice firm, working closely with our Review team in the Ongoing Client team. This hybrid role is perfect for someone confident in client interaction, with strong attention to detail and a passion for making financial advice easier for clients to understand and implement.

As a Review Manager, you will partner closely with Financial Advisers and the Review team to manage ongoing client relationships and support the delivery of high-quality financial advice. You will lead and coordinate the review team’s workflow, ensuring tasks are completed efficiently and to a high standard, while serving as a primary point of contact for clients throughout the review process.

Key Responsibilities

• Liaise with clients throughout their review process

• Respond to enquiries from clients and third parties

• Draft professional and compliant correspondence

• Attend client meetings and take detailed notes

• Oversee FPA (Financial Planning Assistant) and Review team workstreams

• Prepare documentation for annual client reviews

• Project manage advice implementation and follow-ups

• Work with the Paraplanning team and Financial Advisers to produce ROAs and SOAs or updates to existing advice

About You

• Experience in financial planning or insurance is preferred

• Familiarity with financial advice software/systems is preferred

• Team management experience is preferred

• Strong communication and client service skills

• Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment

• Comfortable working independently and as part of a team

• Applicants must have unrestricted working rights in Australia. Australian citizenship or permanent residency is required

What We Offer

• Competitive salary commensurate with experience

• Positive and collaborative work environment

• Flexible working arrangements

Join our team and embark on a rewarding career in financial planning, helping clients achieve their financial goals and secure their future. Apply today and become an integral part of our team working towards our goal of providing advice to all young Australians.