Financial Planning and Analysis

• Summarize client details, set files, and add data to the financial planning software
• Prepare product comparison reports involving digital correspondence with insurance and investment companies to gather specific client portfolio information
• Prepare application forms, reports, and mindmap presentations
• Submit application forms and follow up on applications, insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc. for client meetings
• Schedule meetings and appointments and manage travel itineraries
• Develop and sustain a level of professionalism among staff and clientele
• Uphold a strict level of confidentiality
• Perform other tasks as assigned by the client or team leader

Financial Planning Assistant – CDO

Platform Engineer

• Own end-to-end production data pipelines from design and development through deployment, monitoring, troubleshooting, and ongoing maintenance
• Build and maintain Python-based data ingestion pipelines from third-party APIs and sources including client data, documents, and call transcripts
• Consolidate data into a centralized PostgreSQL environment
• Design, develop, and maintain cloud-based data solutions using GCP and/or AWS, including Cloud Run, Cloud Functions, Cloud SQL, Pub/Sub, BigQuery, Cloud Scheduler, and Document AI
• Investigate and resolve production pipeline failures, data issues, and integration problems
• Develop and maintain advanced PostgreSQL solutions, including complex or large views, JSONB structures, migrations, roles, grants, and database-level access controls
• Build and support document-processing and AI/LLM pipelines processing large volumes of client documents
• Implement production LLM features and methods for evaluating AI-generated output quality and accuracy
• Build or maintain MCP servers/tools enabling AI applications to interact with business data
• Design secure, scoped, fail-closed APIs for accessing sensitive financial information
• Apply privacy, security, access controls, and auditability when handling sensitive Australian client financial data
• Work with Pivot Wealth's Sydney-based stakeholders, advisers, brokers, and engineering team to translate business requirements into technical solutions
• Operate with high technical ownership and accountability in a small engineering environment

Senior Data & AI Platform Engineer

Paraplanner

• Work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices
• Review Fact Finds and update CRM systems
• Conduct pre-flight audits of SOA files to ensure complete documentation
• Participate in strategy confirmation discussions
• Prepare product comparisons and quotation analyses
• Perform financial modelling of current and recommended client positions
• Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
• Maintain accurate workflow and client systems as required
• Participate in ongoing professional development and technical learning initiatives

Analyst

• Act as the first point of contact for end-user support via phone, email, Microsoft Teams, and the ITSM ticketing system
• Log, categorize, prioritize, and triage incidents and service requests according to service desk processes
• Resolve common issues across Windows devices, Microsoft 365, Outlook, Teams, OneDrive, printers, and business applications
• Provide remote endpoint support using Datto RMM
• Log, update, and close tickets in Autotask and maintain documentation in IT Glue
• Provision user accounts, perform password resets, manage Microsoft 365 access, and provide basic device and application support
• Create, modify, and disable user accounts, including basic Microsoft Entra ID administration
• Provision, set up, and decommission end-user devices for onboarding and offboarding
• Monitor endpoint health, backup alerts, and system notifications, escalating issues when required
• Escalate complex or unresolved issues to L2 support with clear handover and documentation
• Deliver high-quality customer service while meeting established SLAs

VBP

Financial Planning Assistant – CDO

Senior Data & AI Platform Engineer

Paraplanner

Service Desk Analyst