Financial Advice Coach

Our client is transforming how Australians access digital financial advice and we’re looking for a Coach to be the welcoming face of their business. You will engage directly with retail and individual clients using their Digital Advice platform, delivering an outstanding service experience from the very first interaction.

This is an exciting opportunity for someone with a background in financial planning or client service who loves helping people understand their options, take action, and feel confident about their financial journey.

About the Role

As a Coach, you’ll meet with clients online (30–60 minutes) once they have purchased a single-topic advice document or completed a factual report. You’ll guide them through their report, answer their general advice questions, educate them on their options, and assist with implementing recommendations without providing personal advice.

For clients needing comprehensive advice, you’ll triage and connect them to our financial advice partners. You’ll also work closely with internal teams, improve processes, and contribute to the development of our client engagement framework.

Key Responsibilities

• Deliver exceptional client service during online meetings, ensuring every interaction leaves a positive and professional impression.
• Provide General Advice Only to clients, directing them to relevant resources when required.
• Assist clients in implementing advice recommendations from single-topic digital advice plans.
• Identify and refer clients needing comprehensive advice to our partner financial advisers.
• Perform daily administrative duties as directed by the client
• Support Onboarding & Training Specialist teams when required.
• Continuously review and improve client engagement processes and service delivery.
• Liaise with external service providers, superannuation, investment, and insurance providers for research and record management.
• Contribute to projects, including creating and refining advice documents.
• Maintain up-to-date technical knowledge through training programs provided by our client.

Qualifications & Experience

• Previous experience in the financial planning industry, ideally as a qualified financial adviser (no longer on the ASIC Financial Adviser Register), or in a client service/implementation role for 3+ years.
• RG 146 qualification (preferred).
• Proven ability to work in and build collaborative teams.
• Strong digital skills and confidence using multiple platforms without supervision.
• Experience conducting training sessions or presentations online and in person.

Skills & Competencies

• Strong time management and ability to meet deadlines.
• Proactive problem-solving and solution-oriented mindset.
• Self-motivated with high attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Professional presentation and client-facing manner.

Why join us?

• Be part of an innovative company transforming digital financial advice in Australia.
• Engage directly with clients and make a meaningful impact in their financial journey.
• Collaborate with a supportive and passionate team.

How to Apply:

If you’re a client-focused professional with a passion for financial education and exceptional service, we’d love to hear from you. Please send your CV and cover letter outlining your relevant experience to hr@4mile.com.au.