- Experience as a Client Service Specialist, assisting clients and meeting their needs.
- Experience as a Financial Adviser providing tailored financial advice.
- Experience in Technical Adviser Support, including technical research and compliance.
Role Type
Description
Join Our Talent Community – Expression of Interest
Here at Coastal Advisory Australia (CAA), we’re always on the lookout for talented, motivated professionals to join our growing team. If you’re passionate about delivering exceptional client experiences and making an impact in the financial services industry, we want to hear from you!
With offices across Australia, we have full-time and part-time opportunities across a range of roles, including:
- 💼 Client Service Specialist – Support our clients with excellence, ensuring their needs are understood and met.
- 💲 Financial Adviser – Provide tailored financial advice to help clients achieve their goals.
- 📈 Technical Adviser Support – Assist advisers with technical research, analysis, and compliance support.
- 📞 Administrative Roles – Keep our operations running smoothly with strong organisational and coordination skills.
- 📊 Risk & Insurance – Help clients identify, manage, and protect against financial risks.
By registering your interest, you’ll be first to know about upcoming vacancies, and you’ll be considered for roles that align with your skills and career ambitions.
Why join us?
You’ll be part of a values-led, people-first business where the executives you support are hands-on, approachable shareholders who genuinely love what they do (and the people they do it with). No rigid corporate suits here, just a collaborative team that’s growing fast and keen to bring someone along for the journey.
If you’re ready to make an impact, streamline processes, and tackle new challenges with enthusiasm and a proactive mindset, we want to hear from you!
Apply now and bring your best to a team that’s anything but typical ✨
Australia
New Zealand
United Kingdom
Canada
Singapore
Malaysia
