Insignia Financial11 jobs

Associate Adviser

JuniorMid levelFull-timeHybridPerth, WA, AustraliaPosted 3 weeks agoVerified 2 weeks ago
Pending fitX of Y criteria met

About the job

This job is about joining a dynamic team at Shadforth Financial Group as an Associate Adviser, where you will work closely with experienced Private Wealth Advisers. The role is crucial in delivering exceptional client service and fostering meaningful relationships, contributing to the financial well-being of clients. The team thrives on collaboration, flexibility, and a commitment to professional growth.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms

You'll be responsible for

📋

Ensuring completeness of advice files

Conducting necessary research, comparisons, and calculations before lodging a request for a Statement of Advice.
🤝

Providing high-quality proactive support

Supporting clients, Private Wealth Advisers, and Shadforth Advice Teams with exceptional service.
📈

Conducting financial modelling and strategy assessment

Analyzing financial data and strategies to deliver optimal outcomes for clients.

Key criteria

📊

Financial services experience

Proven experience in financial services as a Client Relationship Manager or Associate.

View

📜

FASEA qualification

Completed or working towards FASEA qualification is advantageous.

View

💻

XPLAN familiarity

Experience with XPLAN financial planning software for effective client support.

View

View more

A meaningful career starts with a match

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Financial services experience
Proven experience in financial services as a Client Relationship Manager or Associate.

View

FASEA qualification
Completed or working towards FASEA qualification is advantageous.

View

XPLAN familiarity
Experience with XPLAN financial planning software for effective client support.

View

Problem-solving initiative
Demonstrated strong initiative and judgment in problem-solving situations.

View

Understanding of financial concepts
Sound understanding of tax, superannuation, and retirement income streams.

View

Similar jobs

View all
Perpetual Limited
Perpetual Limited
Associate Financial AdviserSydney, NSW · Full-time
The Associate Financial Adviser job at Perpetual Wealth Management is all about providing exceptional investment management advice to medical specialist clients. This position plays a crucial role in supporting financial advisers and ensuring clients receive top-notch service. The team thrives on collaboration and values a flexible work environment, allowing everyone to contribute their best.
Perpetual Limited
Perpetual Limited
AssociateSydney, NSW · Full-time
This job is about joining the Perpetual Private team as an Associate, where you will work closely with Senior Financial Advisers to deliver exceptional financial planning services to High-Net-Worth clients. Your role is crucial in supporting tailored financial strategies and ensuring seamless execution from client engagement to implementation. The team thrives in a high-performance, client-centric environment, valuing collaboration and operational excellence.
Insignia Financial
Insignia Financial
Senior Associate AdviserWA · Full-time
This job is about joining Shadforth Financial Group as a Senior Associate Adviser, where you will work alongside experienced Private Wealth Advisers. Your role will be crucial in managing client relationships and delivering exceptional financial advice, contributing to the overall success of the team. Shadforth values collaboration and personal growth, creating an environment where everyone can thrive and make a positive impact on clients' financial wellbeing.
Perpetual Limited
Perpetual Limited
AssociateCanberra, ACT · Full-time
This job is an exciting opportunity to join the team at Perpetual Private as an Associate, where you will work closely with a Senior Financial Adviser to deliver high-quality financial planning services to High-Net-Worth clients. Your contributions will play a vital role in supporting tailored financial strategies, ensuring a seamless experience for clients. The team thrives on collaboration and a client-centric approach, making it a great fit for those who enjoy a dynamic work environment.