Business Development Associate

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 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 , 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 can be found here. 2024 Circle Back Initiative Employer - we commit to respond to every applicant.Endorsed by , 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