Licensee Support Assistant
📍Melbourne CBD | Full-Time
🚀Launch Your Career in Financial Services with Akambo Financial Group
Are you a recent graduate or early-career professional looking to build a long-term career in financial services? Akambo Financial Group is seeking a motivated and detail-oriented Licensee Support Assistant to join our fast-growing Licensee Support Team in Melbourne CBD. This is an exciting entry-level opportunity to gain hands-on experience across financial advice, compliance, administration, and adviser support within one of Australia’s fastest-growing AFSL networks.
About Us
Akambo Financial Group is a leading wealth management business specialising in private wealth advice, licensing solutions, and investment management. We support accounting and wealth firms across Australia with scalable advice infrastructure, compliance expertise, and back-office
support that enables advisers to grow faster and serve their clients better. With our Licensee Support Team doubling in size over the past three years, we are continuing to invest in talented people who want to grow with us.
About the Role
As a Licensee Support Assistant, you will play a key role in supporting our internal licensing team and external adviser network, helping them deliver exceptional service to clients. This role is ideal for someone who wants exposure to the operational side of financial planning and wealth management while developing strong technical and client service skills. There may also be opportunities to
expand into an Advice-related role should that be a path you wish to take.
Your responsibilities will include:
- Supporting advisers with new client onboarding and ongoing administration requests
- Managing and maintaining accurate client data in Xplan CRM
- Preparing annual review packs and client reports
- Handling licensing enquiries and workflow management via our central support inbox
- Assisting with investment applications, switches, redemptions, and transaction processing
- Liaising with our internal investment team on pension payments and withdrawals
- Providing guidance to advisers on review processes and workflows
- Acting as a professional first point of contact for clients and referrers
What We’re Looking For
We’re looking for someone who is eager to learn, highly organised, and passionate about building a career in financial advice or wealth management.
You will bring:
✔ High attention to detail and strong accuracy
✔ Excellent written and verbal communication skills
✔ Strong organisational and time management skills
✔ Ability to prioritise tasks and work in a fast-paced environment
✔ A proactive mindset and willingness to learn
✔ Professionalism, confidentiality, and high ethical standards
✔ Intermediate Microsoft Office skills (Word, Excel, Outlook)
Preferred (but not essential):
- A Commerce, Business, or Financial Planning degree
- Exposure to financial services, client services, or administration
- Knowledge of Xplan CRM or financial planning processes
Why Join Akambo?
- Career pathway into financial planning, paraplanning, compliance, or adviser support
- On-the-job training and mentoring from experienced industry leaders
- Exposure to a national adviser network and diverse client scenarios
- A collaborative, high-performing culture
- Modern Melbourne CBD office environment
- Opportunity to be part of a growing and innovative AFSL business
Our Values
At Akambo, we live by: Respect | Integrity | Trust | Accountability | Collaboration | Professionalism | Pride in Performance
If you’re ready to kickstart your financial services career and join a business that genuinely invests in its people, we’d love to hear from you.
Apply now via SEEK.
