Advice Implementation Specialist

• Full-time | Monday – Friday | 38 hours per week
• Broadbeach, Gold Coast – a five-minute walk from Broadbeach North tram station

Power flawless execution in a fast-growing FinTech 🚀

PictureWealth blends human expertise with innovative tech so Aussies can picture and achieve their best financial future. Our mission: More Advice to More Lives. As our new Advice Implementation Specialist, you’ll turn top-tier advice into real-world outcomes—seamlessly, accurately and always with the client at heart.

Why join us

• Great location across from the Broadbeach beach or next to Brisbane Central Station
• A rewarding career in a friendly and supportive team environment
• Flexible working options to help you maintain balance in your personal and professional life.
• Access to Employee Assistance Program (including immediate family)
• Social events to meet members across the organisation
• Free fruit, tea, coffee and evening meals available in office
• Full Training and ongoing support

Your mission

• Own the implementation journey – making sure every strategy lands perfectly and clients stay informed.
• Execute advice – process Super and investment switches, rollovers, fee submissions and insurance changes.
• Stay compliant – prepare NOI forms, maintain spotless records and meet all regulatory standards.
• Delight clients – act as the key contact during implementation, send paperwork for signing and provide clear updates.
• Partner for success – collaborate with Advisers, third-party providers and internal teams to keep timelines tight.
• Audit & improve – run regular portfolio checks and suggest process enhancements.

What you’ll bring

• RG146, Diploma of Financial Planning or similar (or on the way).
• 2+ years in advice implementation, superannuation, investments or related fields.
• Deep knowledge of super, investments, insurance and financial-planning workflows.
• CRM & fintech-tool confidence, plus advanced Excel / Word / Outlook skills.
• Excellent attention to detail and the aptitude for turning complex steps into simple client language.
• Able to prioritise, hit deadlines and thrive in a fast-paced environment.
• Clear, professional communication that builds trust with clients and stakeholders alike.

Ready to Make a Difference?

If seamless execution and happy clients light you up, hit Apply Now and help us shape the future of financial well-being!