Summary
Location
Sydney
Type
full-time
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About this role
HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
Benefits and Life at HUB24
Learn more about our employee benefits HERE.
Job Summary:
As a Business Development Associate you’ll provide day-to-day administrative support to the local sales team—including the State Manager, Business Development Manager, and Training Relationship Manager—helping streamline processes and reduce administrative workload so they can focus on driving growth.Your strong problem-solving skills and attention to detail will ensure smooth operations and enable the team to achieve their objectives.
Responsibilities:
Create high-quality presentations for internal and external stakeholders, ensuring timely delivery for meetings and events.
Coordinate booking of state adviser functions and events.
Manage weekly sales and operations meeting agendas.
Assist with onboarding registrations for new users.
Provide ad hoc reporting using Power BI and Salesforce.
Prepare and distribute approved fee calculators to advisers, ensuring templates are locked, QA checked, and approved before release.
Maintain Excel reports to track adviser and AFSL activities, performance metrics, and sales data.
Generate and analyse Salesforce reports to monitor account performance, client interactions, and sales pipeline, providing insights to support strategic decisions.
Arrange and coordinate travel logistics for the team, including flights, accommodation, and itineraries.
Work with State Managers and BDMs to process team expenses accurately and on time.
Requirements:
Deep understanding of the financial planning advice market and the advice process
Strong written and verbal communication skills
High level of business acumen with an innovative approach to problem-solving
Exceptional phone manner and professional presence
Self-motivated, intuitive, and solutions-focused
Meticulous attention to detail and excellent time management
Strong administration skills and ability to work autonomously
Tech-savvy with proficiency in relevant tools and systems
Reliable, proactive, and able to handle pressure while meeting deadlines
Demonstrated initiative and a strong desire to succeed
Ability to provide insights and contribute as an integral part of a successful, dedicated team
The Recruitment Process
Acknowledgement email once your application has been submitted.
Our Talent team will start reviewing your application. If unsuccessful, you will be notified.
If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
Should you require any accommodations to the recruitment process, please email [email protected], and one of our team will contact you.
Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.
Communication of outcomes to successful and unsuccessful candidates and feedback provided.
As part of our process, a police check will be conducted on all successful candidates. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you
Other facts
About HUB24
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.
At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians.
Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.
Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
What you'll do
- As a Business Development Associate, you will provide administrative support to the sales team, helping to streamline processes and reduce their workload. Your responsibilities include creating presentations, coordinating events, managing meeting agendas, and generating reports.
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