We're seeking a new team member to join our Private Wealth Team in an Adviser Support role in our Wagga or Goulburn office.
This is a broad support role that goes beyond administration. As an Adviser Support team member, you will play an important part in delivering high‐quality financial advice by supporting our advisers across client management, compliance, and operational.>
Responsibilities
* Preparing advice documents and supporting materials.
* Assisting with paraplanning tasks such as research, modelling, and preparation of SOA/ROA components (depending on experience).
* Managing client data and maintaining accurate records.
* Coordinating appointments and supporting the end‐to‐end advice process.
* Ensuring high standards of organisation, compliance, and client service.
This role provides excellent exposure to the financial advice process and offers pathways to grow your technical skills, including opportunities to build your paraplanning capability over time.
Why work for us?
* An attractive remuneration package that will commensurate with your qualifications and experience.
* A genuine commitment to Learning & Development, both "on the job" and externally.
* A highly competitive parental leave package.
* An extensive wellbeing program, including access to our EAP and five wellbeing days per year.
* Flexibility to balance work and personal life.
* Regular participation in social and community events.
About you
* You are organised, proactive, and committed to delivering exceptional client service. You have strong administrative and time‐management skills, high attention to detail, and a genuine interest in financial advice. You value confidentiality, accuracy, and continuous improvement.
* You are comfortable using a range of software systems, and you enjoy working collaboratively while also taking initiative and ownership of your work.
* Previous experience in financial planning, paraplanning or professional services (desirable but not essential).
* Strong interpersonal skills, enabling effective communication with a variety of clients over the phone and face‐to‐face.
* Friendly and approachable, comfortable interacting with clients and the Boyce team.
* Willingness to be flexible in duties and deliver exceptional service to both clients and team members.
* Comprehensive knowledge and experience with Microsoft applications and other relevant software, with proficiency in office technology.
* Ability to work independently, demonstrating initiative and accountability for thorough task completion.
* A high level of responsibility and ownership of work quality and accuracy, taking pride in delivering error‐free outcomes and actively pursuing continuous improvement.
* A positive, "can‐do" attitude, along with strong adaptability and reliability.
More about Boyce
Founded over 50 years ago, Boyce provides a range of advisory services to businesses and investors across NSW and beyond. We have offices in Wagga Wagga, Goulburn, Orange, Tamworth, Dubbo, Cooma, Moree, Canberra, and Sydney, with team members working remotely across Australia.
Boyce has ranked as the #1 Regional Accounting Firm in Australia in the AFR's Top 100 Accounting Firms list for every year since 2018. We are connected to our communities, and we cultivate lasting relationships built on trust.
Please note: While engaging external recruitment agencies forms part of our recruitment strategy, in this instance we will not be accepting unsolicited submissions for this role.
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