CASE MANAGER - Day shift

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: TYPE OF WORK

Full Time

: SALARY

DOE

: HOURS PER WEEK

40

: DATE UPDATED

Sep 29, 2026

JOB OVERVIEW

If you love being the calm, organised person everyone relies on, this is the seat for you. At Aureus Wealth Advisers, you won’t just be processing paperwork behind the scenes. You’ll be the trusted link between our clients, our advisers and our paraplanning team, the person who makes sure every piece of advice lands exactly when and how it should.

This role matters because our clients are trusting us with their financial future. When you get the details right, advice gets delivered on time, files stay clean and clients feel genuinely looked after. That’s the difference you’ll make, every single day.

You’ll own the smooth running of client files and advice delivery for our Wealth team, from preparing documents ahead of appointments through to making sure every Statement of Advice is implemented correctly. You’ll build real relationships with clients, Directors, Advisers and Paraplanners so nothing falls through the cracks. And you’ll bring the kind of calm, proactive follow-through that lets our advisers focus on what they do best: giving great advice.

What you’ll do

Client & Adviser Support

Be the friendly, reliable point of contact for client queries and requests
Prepare everything advisers need ahead of client meetings, from Duty of Disclosure documents to full appointment packs
Keep client files and systems (Google Drive, Xplan and beyond) accurate and up to date
Manage service requests like reviews, withdrawals and address changes, start to finish
Support the team with insurance quotes, product research and new client file set-up
Paraplanning & Advice Implementation

Help our Advisers and Paraplanners deliver quality advice within agreed timeframes
Quality-check Statements and Records of Advice against our practice standard
Manage the implementation of client advice, including getting the Authority to Proceed signed
Track Ongoing Fee Arrangements so nothing is ever missed or late
Liaise with product providers to follow insurance applications, rollovers and investments through to completion

Who you are

Warm and genuinely client-focused, the kind of person people feel comfortable calling
Organised and calm under pressure, with a knack for juggling competing priorities
A clear, confident communicator, in writing and in conversation
Curious and quick to learn new systems and software
Someone who takes ownership rather than waiting to be asked
What you’ll need to bring

Tertiary qualifications in Financial Planning, Accounting or a related discipline
3-5 years' experience in a paraplanning, case management or client services role within financial planning
Confidence picking up new software and business systems quickly
Strong numeracy and problem-solving skills
A collaborative, team-first attitude

To apply for this job, please head on to this link: ----------

SKILL REQUIREMENT

Accounting Management Financial Planning Case Management

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CASE MANAGER - Day shift

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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