Introduction 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. Duties & Responsibilities 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. Desired Experience & Qualification 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. Package & Remuneration R35 000 per month (non-negotiable) Interested?