Insignia Financial11 jobs

Associate Adviser

JuniorMid levelFull-timeHybridPerth, WA, AustraliaPosted 5 days agoVerified 3 days ago
Pending fitX of Y criteria met

About the job

This job is about joining a supportive team at Shadforth Financial Group as an Associate Adviser, where you will work closely with experienced Private Wealth Advisers. The opportunity to make a positive impact on clients' financial well-being is at the heart of this position. Collaboration, flexibility, and a commitment to exceptional client service define the work environment.

You'll be responsible for

📋

Ensuring completeness of advice files

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

Providing high-quality proactive support

Support clients, Private Wealth Advisers, and Shadforth Advice Teams effectively.
📈

Conducting financial modelling and strategy assessment

Analyze financial strategies and models 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

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2026
  • 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

A meaningful career starts with a match

Get started
Apply on Insignia Financial
You'll apply on an external website
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 skills
Strong initiative and judgement in problem-solving situations.

View

Understanding of financial concepts
Sound understanding of tax, superannuation, and investments.

View

Similar jobs

View all
Findex
Findex
AssociateBrisbane, QLD · Full-time
Join Findex as an Associate in financial planning and embark on a rewarding journey towards becoming a Financial Adviser. This opportunity allows you to grow your skills under the mentorship of experienced Wealth Partners while being a vital point of contact for clients. The team values collaboration and is dedicated to supporting each other in achieving success.
QIC
QIC
AssociateSydney, NSW · Full-time
This job is about joining QIC’s Infrastructure team as an Associate in the Energy & Utilities sector, where you will support both origination and asset management activities across Australia and New Zealand. The opportunity offers broad exposure across the full investment lifecycle, allowing you to partner closely with senior investment professionals and gain meaningful responsibility. The team thrives in a collaborative, high-performing environment, focusing on energy transition themes and complex transactions.
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.
Insignia Financial
Insignia Financial
Senior Associate AdviserHobart, TAS · Full-time
This job is about joining Shadforth Financial Group as a Senior Associate Adviser, where you will work alongside experienced Private Wealth Advisers in a supportive team environment. Your role will be pivotal in managing client advisory needs and upholding high standards of professional advice and service. The team values personal growth and collaboration, ensuring that everyone contributes to creating financial wellbeing for every Australian.